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Your Social Security Statements Are Wrong

Retro Inflation Will Increase Statement Amounts

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Selling Your Home in a Seller’s Market

In This Selling Environment Your Home is Worth More

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Home Buyers in a Seller’s Market

With a Housing Shortage Buyers Endure Bidding Wars

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Renting vs. Buying a Home

Is Owning a Home the American Dream of the Past for Some?

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The Impact of Rising Interest Rates

Are Mortgage Rates Head North of 5%?

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The Housing Crisis

Inventory of Available Homes is Shrinking Dramatically

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The ABCs and Ds of Medicare

One day it’s Obamacare paying $1,000 a month. Then next day at age 65 it’s $134 a month with Medicare C premium at 0. This one change in monthly expenses makes turning age 65 a right of passage. Watch part 5 The ABCs and Ds of Medicare from the series Managing Your Retirement

Minimizing Your Taxes

Regulating Your Revenue in Retirement Can Help You Control of Your Money

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Controlling Income Distributions

Regulating Your Revenue in Retirement Can Help You Control of Your Money

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Converting Assets into Income

Retirement Security Depends on Predictable Income

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Senior Strategic Planning

Customized & Coordinated Retirement Plans are the Road Map in Your Golden Years

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Lifetime Retirement Income

Purchasing Blocks of Guaranteed Income May Be the Way of Retirement Income Planning

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Maximizing Your Social Security

Social Security Benefits Are Financially Foundational for Most Retirees

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Creating Income Streams

Income Sources Need to be Tax Diversified to Generate Greater Net Spendable Income

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Preparing for Your Last Paycheck

You Need to Plot Out Your Future on a Graph to Visualize Your Retirement

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Preparing for Your Last Paycheck

Position Your Finances for Income and No Debt Before You Retire

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Portfolio Planning

You May Not Have to Reinvent the Wheel to Plan Your Asset Allocation

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Choosing Suitable Funds

The challenge you face in saving for retirement is choosing investments in your overall portfolio while always thinking of the accounts as segments of a combined whole. In some cases, including most employer plans, you choose from a fixed menu of ...

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Using a Rollover IRA

Moving Retirement Assets Around

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Defined Contribution Plans

Retirement plans share some characteristics, but each has unique features.