Financial Planning

Financial Planning

Your Social Security Income Can Make or Break Your Plan – Don’t Mess It Up

There are hundreds of claiming strategies for Social Security benefits, so do your research before you make your move. ...
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One Lump, or None? Retirement Payouts and What’s Best for You

We're getting closer, and some of us are already there.  Retirement - when to take it, how to do it - is a topic all of us seem to want to talk about. It makes sense; when we were in our 30s, we talked about babies and kids, in our 40s it was career changes and houses. And now... retirement. ...
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The Executor Question: Are You Willing to Take it On? Should You?

Call it Executor Duties 101: A Guide to Estate Settlement. Or call it a major inconvenience. If you've never been an executor, you probably know someone who has, and you've likely heard their complaints. Carrying out the terms of someone’s will comes with a lot of responsibilities. While you will most likely work with a lawyer who specializes in estate planning and probate, keeping track of your obligations can feel overwhelming. ...
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4 Keys to a Happy and Prosperous Retirement

4 Keys to a Happy and Prosperous Retirement The goal for retirement is to have a long and happy life you love. It takes more than just money, so do some self-searching well before you retire. A financial planner tells us how.   ...
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Are You a Saver? Many of Us Fall Short

Though they are approaching retirement, 32% of those aged 53 to 62 have no emergency savings, the highest among the different age groups. Are you one of them? ...
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Retirement Reboot: Why Stopping is Hazardous and Downshifting is Smart

There’s gotta be a better way to transition from exhausting commutes and endless workplace demands to sleeping in and having more time to indulge in the things you enjoy. ...
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Battling Age Bias When Job Hunting

Finding a new job later in life can present some challenges when it comes to age discrimination. Here's how to combat them. ...
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Millennials vs. Boomers: Who’s Better with Money?

Millennials are better with money than many older people give them credit for being, a national survey says. Charles Schwab tracked how 1,000 Americans, aged 21-to-75, manage and use their wealth. Their survey assessed four main categories: Goal setting and financial planning; saving and investing; staying financially on track; and having confidence in reaching financial goals. ...
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