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Top 9 Ways to Prepare for Retirement

Financial security doesn’t happen overnight. Diligent retirement planning, goal commitment and co...

Not Saving Enough: A Financial Regret For Many Americans

In 2019, 60 percent of adults 35 and older resolved to save money. However, by March 2019, just three months into the New Year, 43 percent were failing to ma...

Boomers Are Spending More Than Ever on Travel in 2020

The benefits of travel are priceless. Adventure, relaxation, and culture bring treasured experiences to travelers across the globe. However, travel can be ex...

Long-Term Care Myths

While the need for long-term care is something that no one hopes for, the truth is that someone turning 65 today has a 70 percent chance of needing long-term...

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Top Ways to Avoid Financial Anxiety in Retirement

As retirement approaches, many people begin to feel anxious about the major life change. Here are top tips to help you get organized for a successful last th...

What Percentage of Money Should You Save Each Month?

How much money should you and your family save each month? This is a frequently asked question with an individualized answer that is different for each perso...

Important Financial Dates to Mark on Your Calendar

A crucial part of effective money-management is staying on top of financial deadlines throughout the year to not only take advantage of money-saving opportun...

Retirement Planning Blind Spots

When it comes to retirement planning, there is a lot to consider. From how much to save to tax considerations to minimum withdrawal requirements and ideal re...

Planning for Health Care Costs in Retirement is a Personalized Process

Healthcare is one of the most expensive parts of retirement and there’s no one-size-fits-all plan. When it comes to planning for healthcare and medical expen...

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