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Social Security: Maximizing Benefits

Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some...

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Find That Lost Retirement Account

Find That Lost Retirement Account Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t even remember. With over...

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Estate Management Checklist

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a...

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How Retirement Spending Changes with Time

  New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be...

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Does Your Portfolio Fit Your Retirement Lifestyle?

Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they...

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Emotional vs. Strategic Decisions

Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact...

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A Bucket Plan to Go with Your Bucket List

John and Mary are nearing retirement, and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for...

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Managing the Risk of Outliving Your Money

“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of the top answers. In fact, 42% of workers say...

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Avoiding Scams

  Scams got a big boost during the pandemic and I’ve been hearing about more folks (even very tech-savvy ones) getting caught up. I wanted to reach out with...

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How Will Working Affect Social Security Benefits?

In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social...

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