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Category: Blog

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Financial Planning Book: ‘Confident Financial Planning’

  • August 5, 2022

Studies consistently show that Americans are not prepared financially. One of the biggest contributors

How Do Pensions Work?—Your Ultimate Guide

  • February 24, 2022

Before the 1970s, pensions were the standard retirement benefit offered by employers. But today’s

How to Prepare for Retirement

  • February 16, 2022

Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes

Should You Have a ‘Golden Girls’ Retirement?

  • January 27, 2022

We just celebrated what would have been the 100th birthday of Betty White, an

How Do RMDs Work?

  • October 11, 2021

RMDs are a way to force you to pay taxes on pre-tax money after

Tax-Efficient Retirement Withdrawal Strategies

  • August 30, 2021

Five principles for tax-efficient withdrawals, three withdrawal strategies, and four factors to help you

Taxes in Retirement

  • July 22, 2021

This guide explains the basics of our tax system and the different kinds of

What Are the Best Investments for Retirement?

  • July 15, 2021

The best investments for retirement combine tax advantages, return, safety, inflation protection, liquidity, and

What Is the Best Age to Apply for Social Security? 

  • May 18, 2021

Applying for Social Security is different for everyone. This guide gives you the tools

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