Happy-retirement
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How to Overcome Retirement Obstacles
Wondering how to overcome retirement obstacles? While the journey may bring setbacks, with careful planning, you can surmount them.
By Sandra Block Published
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Nine of the Biggest Regrets I See as a Financial Planner
Check out this list of common regrets among older people and see if there’s something you can address in your own life while there’s still time.
By Andrew Rosen, CFP®, CEP Published
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3 Social Security Changes In 2024 To Know
These three Social Security changes in 2024 should be on retirees' radars.
By Alexandra Svokos Last updated
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The Cost of Loneliness in Retirement
For older adults, accounting for the cost of loneliness is just as important as financial planning.
By Jacob Schroeder Published
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What Every Woman Needs to Know Before Retiring
A look at how women need to prepare differently than men for retirement due to factors like longevity and earnings.
By Jennifer Waters Published
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
By Evan T. Beach, CFP®, AWMA® Published
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Four Reasons to Buy When You Downsize for Retirement
Buying your retirement home, rather than renting it, grants you stability, control, possible tax benefits and a very handy inflation hedge.
By Evan T. Beach, CFP®, AWMA® Published
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Retirees: Worry Less About Markets, Long-Term Care and Taxes
Unexpected events can upset the best-laid retirement income plans. These 2024 retirement planning updates are designed to roll with the changes more easily.
By Jerry Golden, Investment Adviser Representative Published
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4 Ways Retirement Planning In 2024 Is Changing
The new year will usher in more changes than usual that will impact your retirement planning in 2024.
By Kathryn Pomroy Published