Where is Your Money Taking You?
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Posts — Category: Retirement Planning
How to Borrow Money Tax-Free: Mastering the Buy, Borrow, Die Method to Get Richer
“Retirement is not the end of the road. It is the beginning of the open highway.” – Author Unknown Understanding how to borrow money tax-free is crucial if you’re seeking
Apr, 17 2024
A Larger Social Security Increase Next Year May Have Unintended Consequences!
The annual Social Security cost-of-living adjustment (COLA), announcement is just four months away. But it’s not too soon to begin reading the signs to mentally prepare for what could be
Apr, 16 2024
What’s The Realistic Solution to Social Security’s Growing Cash Shortfall?
For many retired Americans, Social Security income is essential. Surveys spanning over two decades reveal that 80% to 90% of current retirees rely on these benefits for expenses. Additionally, 76%
Apr, 11 2024
Maximize Your Investments: How to Effectively Rebalance Portfolio Strategies
“Retirement is when you stop living at work and start working at living.” – Author Unknown Navigating the ‘rebalance portfolio’ process starts here. Volatile markets can derail your investment goals—if
Apr, 08 2024
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Top 3 Tricks for a High Net Worth Retirement – This is What The Rich Use To Retire!
“The question isn’t at what age I want to retire, it’s at what income.” – George Foreman As America Saves Week approaches, it is a perfect moment to discuss how
Apr, 05 2024
Top Retirement Income Investments for a Portfolio to Help You Secure Your Golden Years
“Don’t focus on making money; focus on protecting what you have.” – Paul Tudor Jones April is Financial Literacy Month, and it’s the perfect time to learn how to ensure
Apr, 03 2024
Rolling over your 401(k) – A Step-by-Step Guide
If you have a 401(k) plan through your employer, you may be able to roll it over to another retirement account under specific conditions. This rollover usually happens when you
Mar, 28 2024
SIMPLE IRA vs. Traditional IRA: Which Retirement Plan is Right for Wealthy Retirees
“The only thing that stands between you and your dream is the will to try and the belief that it is actually possible.” – Joel Brown Is your paycheck putting
Mar, 25 2024