Retirement-planning
Latest
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11 Questions to Ask When Choosing a Fiduciary Adviser
How a potential financial adviser responds to these questions can help you decide whether they're the right choice for you and your financial future.
By Jon Melton, MDRT and CORT Member Published
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The 'Magic Number' to Retire Comfortably Is More Than You Think
The dream of retiring comfortably has become more expensive than ever for most Americans, study shows.
By Kathryn Pomroy Last updated
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
By Stacy Rapacon Last updated
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Take Charge of Retirement Spending With This Simple Strategy
To make sure you're in control of retirement spending, rather than the other way around, allocate funds to just three purposes: income, protection and legacy.
By Mark Gelbman, CFP® Published
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How Couples Can Manage Different Retirement Timelines
Staggered retirement is increasingly common, but it can create financial and emotional challenges.
By Sandra Block Published
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401(k) 'Super' Catch-Up Contributions Are Coming in 2025
New for 2025, employees 60 to 63 can save an additional $11,250 in their 401(k), but should they?
By Donna Fuscaldo Published
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Five Year-End Strategies You Can't Afford to Miss
Instead of making New Year's resolutions, consider making some money moves that could help save you big bucks on your taxes.
By Sevasti Balafas, CFA, CPWA® Published
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Gen X Retirement Is in Trouble: Here's What You Can Do
Even as they approach retirement age, half of Gen Xers have not done any retirement planning.
By Adam Shell Published
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From Entrepreneur to Retiree: Boosting Your Business' Value
When business owners contemplate retirement, their first step should be maximizing the value of their biggest asset. Here are a few steps that could help.
By Hilgardt Lamprecht, CFP®, CKA®, CExP™ Published