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Age-Proof Your Retirement Plan

Throughout your working years, you have worked hard and saved diligently for retirement. Hopefully you will enter retirement on solid footing, but comfort also brings some risk. As you get older, you could become prone to forgetfulness. And in the worst case...

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How to Boost Your Retirement Nest Egg

You've decided to retire, or you're getting close to your expected retirement date. But after running a projection of your income, you're feeling disappointed and worried. What do you do if your retirement income won't be enough to sustain you? Try these tips to put...

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4 Ways to Prepare for a Happy Retirement

It can be both exciting and scary to make the leap into retirement. The idea of spending your days outside of the office might thrill you, but giving up a regular paycheck induces anxiety. While nothing is ever guaranteed, addressing these four primary concerns will...

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How to Talk to Your Spouse About Saving for Retirement

It is often said that failing to discuss retirement with your spouse is one of the biggest retirement income mistakes you can make. And yet, many people put off this important discussion for fear of triggering a fight, or simply because discussing money makes them...

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Retirement and Home Ownership

For many decades, the “American Dream” for retirement involved paying off your mortgage and living in the family home for the rest of your days. But now, many retirees are choosing to sell off their old homestead and rent a new place instead. If you're wondering why...

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5 Steps to Get Ready for Retirement

Retirement income planning can be a complicated process, in which you will attempt to reconcile a new lifestyle with a new budget. The lifestyle part is a subject for another blog, but taking these five steps now can help you prepare for your future budget. Assess...

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Does the Lack of a Social Security COLA Affect You?

Retirees generally look forward to January, when they almost always receive a cost of living adjustment (COLA) for their benefits. But for the third time in history, that won't be happening this year. That's because COLA is tied to the Consumer Price Index, which...

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Make This New Year’s Resolution!

One of the things we often find ourselves saying to our clients is, save as much as possible for retirement. After all, it’s hard to argue that someone could potentially save too much money! But saving for retirement can be difficult for many people prioritize, even...

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Social Security Recipients Won’t Get a Raise This Year

If you’re heard the recent news from the Social Security Administration, you might feel disappointed or even a bit worried. For the third time in history, the administration has announced that beneficiaries will not receive a cost of living adjustment (COLA) in 2016....

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