Latest
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The Five Most Expensive States For Retirees (And How Much Extra You Need)
Outliving your retirement savings is a real fear, especially if you live in these four states and Washington, D.C.
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Seven Great Places to Retire in Florida
Retirement The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, and a relatively low cost of living. Here's a look at where to live.
Retirement -
How to Apply for Social Security Online or In Person at Any Age
There are two ways to apply for Social Security retirement benefits. When you apply for benefits has no impact on how you file to claim your benefits.
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Could a Micro-Retirement Be the Refresh You Need?
Don't wait until you turn 65: Why more people are taking "micro-retirements," or short, strategic breaks, years before they retire.
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How to Tell Your Own Story
Your life told well could be the best gift you can leave.
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What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions
Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes.
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The Surprising Truth About Loneliness and Longevity
We've all heard about the epidemic of loneliness that can shorten lives and make retirement miserable. But there's more to the story.
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Seven Financial Considerations When Downsizing for Retirement
With prices going up on everything, you may be looking for a cheaper place to live. To truly evaluate costs, take a hard look at taxes and intangibles.
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I Have Plenty of Money: Why Do I Need a Long-Term Care Plan?
Long-term care planning, whether through insurance or self-funding, is crucial not only for financial protection but also to preserve family relationships and reduce the emotional and logistical burdens on loved ones.
