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The Ultimate Downsizing Checklist Before Retiring

By focusing on goals and priorities, you can create a new, simplified lifestyle As retirement approaches, many older adults consider downsizing their home as a way to simplify their lives, reduce expenses, and focus on what truly matters. While the process can be...

Annuities: Understanding Your Income Stream Options in Retirement

Retirement planning is a complex but crucial process. Did you know, according to a recent study by the Employee Benefit Research Institute, nearly half of all retirees rely on Social Security as their primary source of income? While Social Security is a valuable...

3 Mistakes to Avoid Before Taking Required Minimum Distributions

Uncle Sam wants your money. He has bills to pay, just like you. And he's been waiting patiently for decades for you to hand over his share of your tax-deferred retirement dollars. He expects some folks to be stubborn about it, so he has an answer. It's called a...
Medicare Will Not Cover All Health Care Costs

Medicare Will Not Cover All Health Care Costs

There are out-of-pockets, limitations and gaps that Medicare doesn’t cover Medicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities. And despite being a widely used program, there are several...

Myth or Fact: Medicare Will Cover All Health Care Costs

Myth or Fact: Medicare Will Cover All Health Care Costs

Medicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities. And despite being a widely used program, there are several misconceptions surrounding Medicare, one of the most pervasive being that it will...

Understanding the Retirement Bucket Strategy

Understanding the Retirement Bucket Strategy

An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one's life, which requires careful planning and foresight to ensure a comfortable and stress-free transition. One effective way to plan for retirement is...

Five Keys to Authentic Retirement Happiness

Five Keys to Authentic Retirement Happiness

The ability to enjoy our golden years is the same as the ability to be happy People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The truth is, if you don’t think you can be happy until you retire,...

Planning to Bridge the Retirement Savings Gap

Planning to Bridge the Retirement Savings Gap

New IRS limits aim to encourage adequate planning and boost participation The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional...