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Try It NOWCategory: Financial and taxes in retirement
June 18, 2022 — The last two and half years have provided an amazing ride for homeowners In almost every part of the U.S. Most sellers probably had to fight off buyers willing to pay far more than the asking price, and ended up with a buyer the same day…
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Category: Financial and taxes in retirement
May 31, 2022 — Many of America’s most hated companies are the cable, internet and telephone giants – Comcast/Xfinity, Century Link, Sprint, etc. People dread calling these behemoths for customer service, because they know they will get into a never-ending telephone tree that make it very difficult to speak to…
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Category: Financial and taxes in retirement
April 27, 2022 — Of all the current demographic generations, Gen X is the one most worried about its retirement, according to a research study from the SOA Research Institute. They are the folks born between 1965 and 1980, and are the next demographic group to…
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Category: Financial and taxes in retirement
April 3, 2022 — For many people entering retirement, the holy grail is to find a state where their hard earned money won’t get taxed. When it comes to the 8 states that have no income tax, that’s easy: nothing will be taxed at the state level: not Social Security,…
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Category: Financial and taxes in retirement
March 23, 2022 – A worrying study by the University of Michigan’s Retirement and Disability Research Center found that many workers tend to overestimate how much they will receive in Social Security retirement benefits. That is concerning because that overconfidence has a negative impact on how much people…
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Category: Financial and taxes in retirement
February 15, 2022 — Everybody knows some things about Social Security, the benefit that changed retirement for the good when it was signed into law in 1935. Unfortunately, some of the items many people think they know either aren’t true, or are just plain wrong. This misinformation could have a…
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Category: Financial and taxes in retirement
January 16, 2022 — A significant number of workers underestimate their financial needs in retirement, and that includes calculating how much they will receive from Social Security. As a result they often retire too early and start taking their Social Security before they maximize their benefit. The end result is…
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Category: Financial and taxes in retirement
January 5, 2022 — With inflation going up and just about everything getting more expensive, retirement is getting even more difficult than ever. So the beginning of the year seems like a great time to come up with some ideas to help everyone spread their income a little further, possibly…
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Category: Financial and taxes in retirement
December 24, 2021 — The clock is running out for people who must take their yearly Required Minimum Distributions (RMDs) from their 401(k) or IRA plans. An RMD is the minimum amount you must withdraw from your account each year after you reach a certain age. December 31 is the…
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Category: Estate Planning
November 30, 2021 — It is amazing how many times this question comes up, usually from people who we consider very proactive about their retirements. There are no easy answers to the question, but there are some guidelines. Adding to the mix, if the provision of the Build Back Better…
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