Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Required Minimum Distributions can be confusing. Here is a good summary article that touches on many key aspects clients need to know.
Managing taxes in retirement can be complex. Thoughtful planning may help reduce the tax burden for you and your heirs.
Managing taxes for maximum benefit
To be viable, a retirement income strategy needs to account for the effects of longevity, inflation, health care expenses, and the uncertain future of Social