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Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you’re covered on everything from taxes to health care expenses to what happens to your estate when you’re gone.
By Joe F. Schmitz Jr., CFP®, ChFC® 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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Four Tips for Dealing With Life-Altering Health Conditions
Plenty of health conditions can change your life, even when they’re not terminal. Making appropriate adjustments can help you age in place longer.
By Kara Duckworth, CFP®, CDFA® Published
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Six Key Factors to Consider When Shopping for Long-Term Care Insurance
Decisions regarding your long-term health should always be considered carefully.
By Kiplinger Advisor Collective Published
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How You Might Need to Adjust Your Retirement Plan in 2024
Here are some of the challenges that could lie ahead this year, plus some suggestions for how you might deal with them to help secure your financial future.
By Jerry Golden, Investment Adviser Representative Published
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Two Keys to a Happy Retirement: Health and Wealth Plans
It’s nearly impossible to have a successful retirement without taking care of both your physical health and your financial health. Here are five tips to help.
By Bradley Rosen Published
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Retirees’ Anti-Bucket List: 10 Experiences You Don’t Want
Your retirement bucket list is no doubt packed with fun stuff, so let’s discuss how to help ensure you don’t get blindsided by things that could be prevented.
By Mike Decker, NSSA® Published
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Medicare Recipients Getting This Expanded Coverage In 2024
Medicare is set to expand its coverage of mental health care services in 2024. Here's what you need to know.
By Joey Solitro Last updated
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Senior Living Costs Continue Rising, but Residents Aren’t Satisfied with Value
New study reveals that senior living facilities have rebounded from their pandemic staffing struggles but instead battle with matching added value to increased prices.
By Seychelle Thomas Published