In an age where financial uncertainty is the norm, retirees face numerous concerns regarding their retirement income strategy. Transitioning from saving money for retirement (the accumulation phase) to relying on. . .
How to Avoid the Roller Coaster Ride If you’re serious about annuities, you’ve likely come to appreciate the value of a stable and predictable retirement income. The title, “How to. . .
Have you ever felt like you’re in a maze regarding retirement planning? I met someone who felt the same way—let’s call him Joe. When we first crossed paths at a. . .
Retirement represents a significant milestone, a phase that comes with a unique set of challenges. Many retirees struggle with critical issues such as financial security, healthcare access, and social connectivity.. . .
Retirement planning can be an overwhelming undertaking, especially for women. Women face unique retirement challenges, such as caretaking responsibilities and lower average savings rates than men. However, with proactive planning,. . .
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“Happily ever after” is typically the ending of a fairy tale. But it’s more than that. It’s also the way we want to retire. What does it take to have. . .
“Response to the COVID-19 pandemic has upended nearly every working person’s retirement plans. However, women in the workplace may have taken the biggest hit.” Donna McElroy As the COVID-19 pandemic. . .
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“In a perfect world, you would enter retirement with your home paid off, $2million in savings, and not a penny in debt. Unfortunately, our world is far from perfect.”-Donna McElroy. . .
“Most people do not know that a Health Saving Account can be used after your working time to help offset medical expenses that Medicare does not pay, this can be. . .
If you’re retired or very close to retiring and you feel you need more guaranteed income than social security will provide, it can make sense to use a portion of. . .
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