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5 Retirement Assumptions That Could Steer You Off Course
Chances are you’ve already made assumptions about what your retirement will look like—whether it’s how often you plan to golf, or how much you’ll spoil the grandkids. While these assumptions give your retirement goals meaning, there…
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Don’t Lose Everything to a Nursing Home: Why You Need a Long-Term Care Compass
We’ve written extensively about the risk of long-term care, but most people don’t want to…
Protecting Yourself from Fees: Why You Need a Fee Filter
No one likes extra fees, especially when they are hard to understand or being intentionally…
Protecting Yourself from Market Risk: Why You Need a Market Flashlight
You probably don’t often think about how much your portfolio could go up or down…
Avoiding Greedy Uncle Sam in Retirement: Why You Need a Tax Map
Let’s start with a hard truth: you don’t actually own all the money in your…
AlerStallings Partner, Anna Christine, goes on the Expedition Retirement℠ Show to explain the risks of Long-Term Care
What is an estate plan? How often should it be updated? What are the essentials…
The IRS Throws a Curveball on Rules for Inherited IRAs
The IRS may be switching up the regulations for inherited IRAs once again. If it…
Your Financial Plan Expired at Retirement. But How?
We don’t have to explain why the yogurt in the back of your fridge expired….
Why 2022 is a Great Year to Make IRA Tax Draws
Like many retirees or soon-to-be retirees, you’re probably hoping to pass on a little financial…
