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How Advisors Can Help Clients Avoid Costly Medicare Mistakes
Healthcare is one of the most expensive things you can spend your money on. It is also an expense that you will likely incur ... -
2023 Retirement Plan Changes
Retirement planning is the process of evaluating and assessing how much you need to save and invest in order to have a comfortable retirement. ... -
Is Your 401(k) Plan Too Conservative? Here’s How you May Fix It
A 401(k) plan is a retirement savings account offered by most employers that allows employees to contribute a portion of their salary to a ... -
9 Reasons to Claim Social Security At Age 62
Social Security, officially called Old Age, Survivors, and Disability Insurance (OASDI), is a federal benefit program created to give eligible recipients a replacement income. ... -
What Is the 4% Rule for Withdrawals in Retirement?
Retirement is a phase wherein individuals need to carefully consider their financial situation and ensure they have saved enough money to sustain their standard ... -
13 Tips to Make Your Retirement More Relaxing
Planning for your retirement is not always easy. You need to take multiple factors into consideration, ranging from your financial needs and lifestyle, to ... -
Maximum Social Security Benefits: What It Is And How to Get It
Retirement is a big milestone, and planning for it in advance can help ensure a smooth transition to your non-working years of life. One ... -
What is a Solo 401(k)? Requirements, Rules and Contribution Limits
Self-employment has numerous benefits – you are your own boss, have more flexibility in your work schedule, and have absolute control over your finances. ... -
7 Key Steps to Prepare Your Finances for Retirement
When it comes to retirement planning, one of the golden rules to follow is to begin saving early. That said, it is never too ... -
11 Ways Retirees Can Stretch their Savings After Retirement
The golden rule of retirement planning is straightforward – the earlier you begin, the more comfortable a life you can lead. This is especially ...
