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When Is the Best Time to Purchase Life Insurance?

When Is the Best Time to Purchase Life Insurance?

How much time did you spend in your twenties thinking about life insurance? If you’re like most people, not much, if any. The exception is if you lived through an experience where your family did–or, sadly, didn’t–have the safety net of life insurance when it was...

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Is It Worth the Risk? How to Evaluate Financial Decisions

Is It Worth the Risk? How to Evaluate Financial Decisions

You’d be hard-pressed to find a word people hate hearing more than “risk” in the context of their financial plan, which is no surprise. We want our financial decisions to generate reliable, predictable results! However, as the saying goes, you can’t have your cake and...

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Overcoming the Top Four Causes of Anxiety in Retirement

Overcoming the Top Four Causes of Anxiety in Retirement

Not many people, if any, include “learn how to reduce stress” on their pre-retirement checklist. And why would they? Retirement is a season of life in which your worries melt away, you golf or travel to your heart’s content, and you can bask in the payoff of all those...

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How To Lower Taxes in Retirement By Combining 3 Asset Types

How To Lower Taxes in Retirement By Combining 3 Asset Types

One of the biggest surprises many retirees encounter is the taxes during retirement. While many people do see lower tax rates after retiring, it’s not the guarantee that many were led to believe. In fact, the more you save for retirement, the greater the likelihood...

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How to Leave a Tax-Free Inheritance

How to Leave a Tax-Free Inheritance

We talk a lot about saving for retirement and managing income once you get there, but it’s just as important to plan for the steps after that: leaving an inheritance, and hopefully setting the stage for generational wealth. The same factor that makes it difficult to...

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Are Tax-Deferred Accounts Undermining Your Retirement Savings?

Are Tax-Deferred Accounts Undermining Your Retirement Savings?

Saving for retirement is something that we all do (hopefully). But do you ever stop to ask yourself why? It’s not about accumulating “just in case” money or being able to travel the world, although neither of those is a bad thing. They’re certainly both parts of why...

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The Secret to a Stress-Free, Satisfying Retirement

The Secret to a Stress-Free, Satisfying Retirement

Retirement is meant to be a relaxing, enjoyable season of life in which you can kick your feet up and enjoy the fruits of your labor. However, many retirees have accumulated plenty of savings but are so afraid of outliving them that they overcorrect into frugality. In...

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How to Protect Your Wealth For The Retirement Years

How to Protect Your Wealth For The Retirement Years

After a long commitment to your career, you've decided to retire from your daily 9-5 "grind". Retirement looks promising, but you worry if you will have enough money to enjoy a good life. Does this sound familiar? The average age for retirement in the US is 65 years...

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How Much Savings Is Enough?

How Much Savings Is Enough?

Over the years, many wise people have said that “cash is king”. The phrase refers to the concept that money (cash) is more valuable than any other type of financial tool, such as stocks or bonds. Having liquid funds available can be vital because of the flexibility it...

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Is a Roth IRA Conversion Right For You?

Is a Roth IRA Conversion Right For You?

As you approach the Golden years, it is important to prioritize your efforts to untax retirement income and reduce future Medicare surcharges. IRMAA, (income-related monthly adjustment amount) is a fee you pay on top of your Medicare Part B and Part D premiums, if you...

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Navigating Retirement Taxes: Expert Tips for Financial Success

Navigating Retirement Taxes: Expert Tips for Financial Success

Retirement is an exciting chapter in life. After decades of hard work, you finally get to relax and enjoy your time. However, to truly make the most of your retirement, it's crucial to navigate your options carefully, especially when it comes to taxes. Making smart...

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