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Posts — Category: Retirement Planning

Difference between retirement ages
Financial Wellness 101Retirement Planning

Difference Between Retirement Ages for Boomers, Gen X, and Millennials

“It’s time to enjoy the things you never had time to do when you worked.” -Catherine Pulsifer What are Boomers, Millennials, and Gen X retirement savings like? Who is saving

Assess Retirement Income Needs
Financial Wellness 101Retirement Planning

How to Assess Your Retirement Income Needs Accurately

“Wealth is the ability to fully experience life.” -Henry David Thoreau If you’re beginning to think about retirement, then you may already be wondering what your retirement income needs will

Retiring early & comfortably
Longevity & The FutureRetirement Planning

They Say Millennials Are Lazy? Prove Them Right By Retiring Early & Comfortably

“Financial peace isn’t the acquisition of stuff. It’s learning to live on less than you make so you can give money back and have money to invest. You can’t win

Gen X Is Coming Up on an Important Retirement Milestone
Retirement Planning

Gen X Is Coming Up on an Important Retirement Milestone

Here’s What You Need to Know Members of Generation X are approaching a significant milestone in their retirement planning. Starting July 1, 2024, the eldest members of this generation will

Social Security in 2025: Three Positive Changes to Look Forward To
Retirement Planning

Social Security in 2025: Three Positive Changes to Look Forward To

With the new year fast approaching, there’s plenty of good news for those relying on Social Security. In 2025, several key changes are set to enhance benefits and make it

Strategies for retiring during Recession
Estate PlanningRetirement Planning

6 Smart Strategies for Retiring During a Recession: How to Protect Your Future

“The best time to start thinking about your retirement is before the boss does.” — Unknown Is retiring during a recession financially prudent? It’s a tough question many face as

How much does Gen X need to retire comfortably
Retirement Planning

Calculating Retirement: How Much Does Gen X Need to Retire Comfortably?

“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” — Patrick Foley As a Gen Xer, knowing “how much

Smart Investments
Investment StrategiesRetirement Planning

Top 10 Best Performing Stocks 2024: Smart Investments Uncovered for the Summer to Heat Up Your Portfolio

“Retirement is wonderful if you have two essentials—much to live on and much to live for.” — Unknown Looking for the best performing stocks 2024 has to offer? Get straight