Happy-retirement
Latest
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How Her Financial Adviser Changed Her Life
Melanie said, 'I'd like to get a horse,' and Dana helped make that dream a reality. Here are five lessons we can learn from their adviser-client relationship.
By Pam Krueger Published
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What Not to Do When Planning Your Retirement
Committing any of these four common mistakes can set you back in your golden years. Here's how to increase your chances of a successful retirement.
By Tony Drake, CFP®, Investment Advisor Representative Published
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For a More Secure Retirement, Build in Some 'Safe Money'
To solidify your retirement plan, write it down, reduce your market risk and allocate more safe money into your plan for income.
By Kevin Wade Published
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Get Your Retirement Timing Right: Eight Things to Consider
When it comes to retirement, timing can have a significant impact on your well-being and financial security.
By Jacob Schroeder Last updated
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Seven Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder Last updated
happy retirement -
How to Step Confidently Into Your Life After Retirement
Retiring after decades in the work world can mean reckoning with issues related to identity and lifestyle. Here's how retirees can shed their career identities and embrace retirement.
By Sandra Block Published
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Five Keys to Retirement Planning and Peace of Mind
Long, worry-free retirements don't just happen. You have to make them happen. The good news is that it may not be as hard as you think.
By Josh Leonard, Investment Adviser Published
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The Rule of 55: One Way to Fund Early Retirement
The Rule of 55 lets you access your retirement funds early. When paired with other strategies, it could help you kiss the office goodbye.
By Jacob Schroeder Published
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Three Creative Ways to Lower Your Retirement Taxes
Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
By Kate Schubel Published
Tax Tips