Latest
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Investors Nearing Retirement Show Patience With Markets
Despite last year’s upheaval, many investors are sticking with long-term plans and tightening their budgets instead of moving money out of stocks and bonds.
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Long-Term Care Planning vs. Taxes: Finding a Healthy Balance
Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern — reducing taxes for retirees and their heirs.
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Long-Term Care Insurance Quandary: Keep Paying or Let It Go?
As long-term care insurance premiums go up, many policyholders are struggling with what to do. Accept higher premiums, reduce benefits, let the policy lapse or take a payout?
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In Retirement, Many Crucial Questions Start With the Word ‘When’
For a secure retirement, make sure you know the answers to all of these “when” questions.
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Why So Many Experts Consider Annuities a Win for Retirees
Rising interest rates, pressure on Social Security, unpredictable markets and longevity risks are making annuities ever more attractive as a part of retirement planning.
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What the Markets’ New Tailwinds Could Look Like in 2023
Historically, the markets bounce back nicely after sharp declines, so focusing on historically high-quality companies trading at today’s lower valuations could be a good recovery strategy.
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Is Your First RMD Due April 1?
The IRS is reminding some retirees of an important required minimum distribution (RMD) deadline that is just around the corner.
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Have a Retirement Bucket List? Don’t Hesitate to Dive In
Early in retirement is when you are most likely to have the three necessary elements going for you at the same time — money, health and time.
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Thinking About Semi-Retirement? What You Need to Know
Whether you need time to rebuild your nest egg, or you want to ease into full retirement, some financial planning can make the transition a smooth one.
