Where is Your Money Taking You?
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Trending Categories: Retirement Planning Tax Planning Savings Strategies Investment Strategies Longevity & The Future
Will vs Trust: Which Is Best for Your Estate Plan?
Planning for retirement isn’t just about saving money and deciding when to stop working. It’s also about making sure your hard-earned assets go exactly where you want them to—instead of
Jan, 30 2025
Stay Ahead: Retire Well Despite Low Interest Rates
Interest rates play a pivotal role in shaping financial landscapes, and their impact on retirement is no exception. When the Federal Reserve lowers or maintains low interest rates, it directly
Jan, 20 2025
What the Social Security Fairness Act Update Means for You
If you’re getting close to retirement, you might have noticed some buzz about changes to Social Security. On January 5, 2025, President Joe Biden signed the Social Security Fairness Act
Jan, 15 2025
Smart Choices in Supplemental Health Insurance for Seniors
As we get older, our health becomes more important than ever—after all, we’ve got to keep up with the grandkids somehow! But even with Medicare, unexpected health costs can sneak
Jan, 09 2025
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The Ultimate Retirement Expense Checklist
Retirement is supposed to be fun, but let’s be real – it’s hard to chill out if you’re worried about running out of money. That’s why having a retirement expense
Dec, 30 2024
Lower Your Tax Bill: Top Tax Credits for Seniors
As we grow older, managing our finances becomes even more important, especially when it comes to taxes. And while tax season may not be anyone’s favorite time of year, as
Dec, 26 2024
Future-Proof Gifts: Savings Bonds for Grandchildren
Looking for a meaningful gift that stands the test of time? Buying savings bonds for grandchildren is a fantastic way to show your love while investing in their future. Unlike
Dec, 19 2024
The Rule of 72 Explained: Double Your Investments Faster
The idea that ‘you need money to make money’ rings true in many situations. But when it comes to saving for retirement, the beauty is that even a small amount
Dec, 17 2024