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Recent Posts
- Relocating in Retirement: Practical Tips for Choosing Your Ideal Home
- Avoid These 8 Mistakes to Maximize Your Social Security Benefits
- Safeguarding Your Retirement Against a Potential Social Security Shortfall
- The Best Early Retirement Health Insurance Options for Savvy Retirees
- IRMAA: The Sneaky Surcharge That Makes Medicare More Expensive
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Latest on the Blog
- Relocating in Retirement: Practical Tips for Choosing Your Ideal Home
- Avoid These 8 Mistakes to Maximize Your Social Security Benefits
- Safeguarding Your Retirement Against a Potential Social Security Shortfall
- The Best Early Retirement Health Insurance Options for Savvy Retirees
- IRMAA: The Sneaky Surcharge That Makes Medicare More Expensive
Relocating in Retirement: Practical Tips for Choosing Your Ideal Home
Retirement, Life Planning, TaxesAlthough retirees are moving at an increasing rate, choosing the right place to retire can be a complicated decision that requires careful due diligence and planning. In this article, we’ll explore a variety of factors to consider when deciding whether to relocate in retirement, so your new home remains aligned with your financial and lifestyle goals.
Avoid These 8 Mistakes to Maximize Your Social Security Benefits
Retirement, Retirement Income, TaxesIn this blog article, we’ll explore eight common mistakes people make when claiming Social Security benefits and how to avoid them, so you can maximize your income in retirement.
Safeguarding Your Retirement Against a Potential Social Security Shortfall
Retirement, 401Ks and IRAs, Retirement IncomeSocial Security has long been a dependable source of retirement income for millions of Americans. Yet shifting demographics, economic challenges, and the aftershocks of the COVID-19 pandemic have raised concerns about the sustainability of the program. In this blog post, we’ll explore the factors contributing to a potential Social Security shortfall, as well as the financial planning strategies you can leverage to help secure your retirement.
The Best Early Retirement Health Insurance Options for Savvy Retirees
Retirement, InsuranceFor most Americans, healthcare is one of the largest expenses in retirement—especially for those who retire before age 65. Here are three early retirement health insurance options that can help you bridge the gap until you’re eligible for Medicare.
IRMAA: The Sneaky Surcharge That Makes Medicare More Expensive
Retirement, Retirement Income, TaxesIRMAA is a sneaky surcharge that can increase your Medicare premiums if your income exceeds a certain threshold in retirement.
5 Powerful Questions to Ask Before a Roth Conversion
Retirement, 401Ks and IRAs, TaxesA Roth conversion can be a powerful tax planning strategy leading up to and in retirement, but it doesn’t make sense for everyone. Thus, it’s important to weigh the costs against the potential benefits before moving forward.
5 Effective Tax Planning Strategies to Maximize Your Retirement Years
Retirement, 401Ks and IRAs, TaxesFor many people, the transition into retirement is full of possibility and excitement. Yet it can also be a time of apprehension and doubt—especially when it comes to achieving financial goals. In this article, we’re sharing five tax planning strategies that can help ensure your nest egg lasts through your golden years.