Category: Planning for Retirement
Secure Act 2.0 Expands Choices for IRA, 401(k) Owners
Whether you are saving for a future retirement or already retired, the rules for IRAs and some...
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6 Reasons Retirees Need Not Fear Bear Markets
Once again, the U.S. stock market is experiencing a bear market. That means the stock market is...
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Key Numbers to Know for Retirement Planning
Knowing your retirement numbers can help ensure a brighter future. Whether you are looking ahead...
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how to know if you are ready to retire
Knowing the right age and time to retire is not always easy. If you are agonizing over the...
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Learn How the SECURE Act Brings Changes for Retirement and Estate Planning
Update: In late 2022, Congress passed the Secure Act 2.0, with more revisions that impact the...
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Why I’m Glad I Didn’t Retire Early
Life is full of choices. Looking back, I am glad I didn’t make retiring early the focus of...
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Tips for Downsizing in Retirement
As Dave and I approached retirement, I was looking forward to downsizing to a smaller home because...
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Why Retirement May be the BEST Stage of Life
Photo courtesy of Steve Sober Photography Retirement is often called the “Golden Years,” and for...
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5 Adjustments to Expect When You Retire
After decades of hard work, it’s finally time to retire. You cleaned out the desk at work,...
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