Retirement Planning

Important checklist when faced with a death

Losing a loved one is arguably one of the most difficult experiences in life. In addition to coping with the grief and loss of a loved one, there are also […]

Retirement Plan Is Key to Confidence, Survey Finds Article

Retirees tend to be more confident about having a financially secure retirement than current workers, according to the Employee Benefit Research Institute.

Retirement confidence is highest among workers who say they […]

How to Adjust a Portfolio When Nearing Retirement

Investors who follow the financial media probably have noticed a familiar trend over the years. The financial media is notorious for focusing on the most volatile of investments including stock […]

Social Security Claiming Strategies

You may have heard that choosing the right social security claiming strategy can help you and your spouse maximize your benefits. But which strategy is best? What’s the appropriate age […]

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Preparing for Medicare Enrollment

With all the options available to you, the Medicare enrollment process can seem overwhelming, especially if you leave important decisions to the last minute. To help ensure that you make […]

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Work Hard, Invest Wisely…Retire Early? Putting the American Dream Back Within Reach

Many people dream of retiring early, but few are able to make that dream a reality thanks, in part, to costs associated with health insurance coverage. Medicare benefits kick in […]

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