The Proposed Tax Bill and Your Retirement
The historic tax reform bill includes retirement-related provisions that will impact Roth accounts, 401k repayment rules, how older Americans file, and other retirement-related changes.
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New Report Warns of Looming Retirement Crisis
With a decline in employer-pension plans, an unsustainable Social Security fund, and economic/social changes, the US is headed for a retirement crisis, says a new report.
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DISASTER PLANNING STEPS FOR SENIORS TO SUPPORT RECOVERY
Seniors are especially vulnerable to loss from a disaster. But with advance planning and preparation, they can recover and resume physically, emotionally and financially-healthy lives.
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How to Become a Better Saver and Increase Your Retirement Nest Egg
Breaking bad financial habits is possible. Start slow, set realistic goals, and limit your spending by planning in advance rather than making impulse purchases. Your efforts will translate to steady growth and financial security before and during your retirement.
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Common Ways to Lose Your Retirement Money and How to Avoid Them
Avoid losing your precious retirement savings by preparing for healthcare costs, only working with a qualified and certified planner, and avoiding becoming a victim of fraud.
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Know the Facts Before Moving Into a Retirement Community
Continuing Care Retirement Communities (CCRC) can work well for you, but know all the facts first! Make sure the facility is financially stable and able to provide quality care as you age.
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What To Do In the Year Before You Retire-A Step-by-Step Guideline
If you are going to retire in the next year, follow this guideline to make sure you are well-prepared and maximizing all your benefits.
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How to Achieve Financial Stability After Grey Divorce
A divorce after a long-term marriage can be difficult. But it doesn’t have to be financially devastating. Follow these steps early on to regain control, recover and rebuild your portfolio to secure a stable future going forward.
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How to Overcome Analysis Paralysis and Make Good Financial Decisions
With so many complex terms, making financial decisions can be overwhelming and debilitating. Learn how to step back, understand your options and make a solid investment plan to secure your future.
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Sequence of Risk: What It Means To Your Retirement Portfolio
The sequence of risk return threatens your retirement portfolio, especially if you are retiring during an economic downturn. Learn the risks and how to protect yourself.
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