Retirement-planning
Latest
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Financial Pitfalls to Avoid in Your 30s, 40s and 50s
As you pass through each decade of working life and build wealth for retirement, watch out for the financial traps that can hinder your progress.
By Julia Pham, CFP®, AIF®, CDFA® Published
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Retiring in Brazil Is More Than Carnival, Coffee and Copacabana
Living in Brazil offers affordability, magical rainforests, and a lively beach vibe. It is a great retirement landing spot — but do your homework first.
By Brian O'Connell Published
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Five Key Retirement Challenges (and How to Face Them Head On)
Life will inevitably throw challenges at you as you get older. But making a flexible retirement plan — and monitoring it regularly — can help you overcome them.
By Walt West Published
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Four Action Items for Federal Employees With $2M+ Saved
If you can't stand the chaos, maybe you can walk off into the sunset of retirement. Here are some thoughts on how to figure out if that would work for you.
By Evan T. Beach, CFP®, AWMA® Published
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Can Both Spouses Collect Social Security Benefits? What You Need to Know
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
By Kathryn Pomroy Last updated
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Will Retiring Early Make You Happier? It’s Complicated
Many people dream of retiring early. But leaving the daily grind may not be the key to happiness for everyone.
By Jacob Schroeder Last updated
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Time to Hang up the Car Keys? When Older Drivers Need to Stop
Does your older parent or spouse need to hang up the car keys? It's one of the hardest transitions in aging, and there's no simple fix.
By Maurie Backman Published
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What Can Cause You to Lose Your Medicare Benefits?
Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.
By Donna LeValley Published
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How Tariffs Could Impact Affluent Retirees
The wealthier you are, the less price increases on groceries and cars will hurt you, but if markets dive or we enter a recession, that's a different story.
By Evan T. Beach, CFP®, AWMA® Published