Latest
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Financial Planning's Paradox: Balancing Riches and True Wealth
While enough money is important for financial security, it does not guarantee fulfillment. How can retirees and financial advisers keep their eye on the ball?
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A Confident Retirement Starts With These Four Strategies
Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis.
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Should You Still Wait Until 70 to Claim Social Security?
Delaying Social Security until age 70 will increase your benefits. But with shortages ahead, and talk of cuts, is there a case for claiming sooner?
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Retirement Planning for Couples: How to Plan to Be So Happy Together
Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy.
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Could You Retire at 59½? Five Considerations
While some people think they should wait until they're 65 or older to retire, retiring at 59½ could be one of the best decisions for your quality of life.
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Markets Roller Coaster: Resist the Urge to Make Big Changes
You could do more harm than good if you react emotionally to volatility. Instead, consider tax-loss harvesting, Roth conversions and how to plan for next time.
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Trump to Tariffs: How Retirees Can Manage Uncertainty in Their Investment Plans
FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.
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Tariffs Are Paused: Here's What Retirees Should Stock up on Now
The massive China tariff is still in place, but others have been paused for 90 days. That gives retirees a window to stock up on some goods.
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11 Local Social Security Offices Are Suspending In-Person Services
A departure from closing locations, eight local Social Security offices will temporarily stop all in-person service and will only be available by telephone.
