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The 4 Purchases Retirees Regret Most 

For years you’ve dreamed about how you’ll spend your retirement, and now it’s finally here. It’s time to make those hopes a reality. If you’re…

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Does Your Financial Planner Have a Big Appetite for Fees?


Don’t Let Them Have YOUR Cake and Eat It Too!   Preparing for retirement is a bit…



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How the Biden Tax Plan Could Change Your Retirement


These changes to the capital gains tax would affect nearly everyone.   Buckle up, retirees. There may…



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You Pay Your Financial Planner How Much?!


Know the difference between fixed and percentage fees    Is it rude to ask someone how they make their money? Not if…



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This One Thing Your Retirement Plan Is Probably Missing Could Cost You Everything


No one wants to worry about running out of money. So why are so many plans missing this?    Here’s a bit of trivia for you: What’s one of the biggest signs that you’ll…



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How to Minimize Your Taxes in Retirement


Three Ways to Keep More of Your Hard-Earned Money   The only thing that feels better than…



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How to Help Ensure You Have Enough Money in Retirement


Let’s Talk About What Keeps You Up at Night   If you’re losing sleep over whether or…



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Hope is Not Enough When it Comes to Long-Term Care


Hope is Not Enough When it Comes to Long-Term Care   It’s not fun to think about,…



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How Your Tax Bracket Could Change Under Trump’s Tax Plan


The long-awaited details of US President Donald Trump’s tax plan are finally beginning to emerge. On Thursday,…



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