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“Since the pandemic was first declared, over 2 million older workers have exited the workforce for good. But, unfortunately, this is not always by choice.”- John Ripley Forced early retirement. . .
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“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” While inheriting an annuity from a loved one can. . .
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“You spent a long time locating the perfect financial advisor. But, are you prepared for the day when that advisor can no longer assist you with your retirement portfolio?”- John. . .
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You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to answer the two most common questions his clients asked him. Those questions were:. . .
“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing can come with costs, but no guaranteed tangible benefits.” Robert Cannon Retirement and income. . .
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Many retirees today purchase cash dividend stocks as another source of income during their retirement. While there are several positive attributes of cash dividends, they all carry a risk….and uncontrollable. . .
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Everyone wants a stress-free retirement, but so many retirees are constantly worried about their financial wellbeing. How do you overcome the stress of establishing a safe retirement plan? Many are. . .
As a child, I loved jigsaw puzzles. When put together correctly, all those colorful pieces made a beautiful picture. The trick is knowing how those pieces went together, and I. . .
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