Articles

April 1, 2025

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Retirement isn’t what it used to be. I’ve seen too many people enter their golden years with outdated expectations—thinking they’ll spend 10, maybe 15 years in retirement, only to find. . .

April 1, 2025

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Retirement planning is about more than reaching a target savings number—it’s about ensuring your money lasts as long as you do. With increasing life expectancy, longevity risk—the possibility of outliving. . .

April 1, 2025

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Retirement in America is evolving rapidly, and today’s retirees face a world that looks significantly different from previous generations. As life expectancy increases and traditional pension plans fade, financial security. . .

April 1, 2025

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If there’s one thing I’ve learned from watching people age—some gracefully, some not—it’s this: those who keep moving, keep learning, and keep doing tend to stick around longer, and more. . .

March 31, 2025

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Retirement was once seen as a permanent life milestone—an endpoint after decades of working. But for many, retirement isn’t turning out to be a one-way street. Instead, an increasing number. . .

March 25, 2025

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Roth IRAs get plenty of attention, and for good reason. The ability to withdraw funds tax-free in retirement is appealing, but a Roth isn’t ideal for everyone. Your tax situation,. . .

March 25, 2025

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The Internet has made financial information more accessible than ever. With a few taps on the phone, you can find thousands of articles, social media posts, and videos promising the. . .

March 25, 2025

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Retirement isn’t just about leaving work—it’s a significant life transition that impacts your finances, relationships, and daily routine. Yet, too often, people decide in isolation, without consulting those who know. . .

March 18, 2025

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When envisioning retirement, many people focus on reaching a particular savings milestone. A popular figure often mentioned is $1.5 million, which, according to a Northwestern Mutual survey, many Americans consider. . .

March 18, 2025

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When it comes to retirement planning, most people focus on the obvious—saving enough money, choosing the right investment vehicles, and deciding when to claim Social Security. But there’s a lot. . .

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