One survey found that 79% of small business owners expect at least some of their retirement income to come from tax-advantaged retirement savings accounts.1 If
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When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration
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by: P. Lewis Robinson, CPA Retirement Accounts Required Minimum Distributions (RMDs): For the calendar year 2020, no one will have to take a required minimum
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During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built
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The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living
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Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement
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Social Security may be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important
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For many people, retirement income may come from a variety of sources. Here’s a quick review of six primary sources: Social Security Social Security is the
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Social Security has been a pillar of retirement life for several decades, but how much do you really know about it? Here are a handful of facts that might
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Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk
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Social Security has been a pillar of retirement life for several decades, but how much do you really know about it? Here are a handful of facts that might
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The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Indeed
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