Category Archives: retirement

Long Term Care, retirement · February 14, 2018

Long Term Care Insurance: Still Worth It, If You Have Your Eyes Wide Open

For years I have been a big believer in the value of long-term care insurance. Many of you will live into your 90s. At some point it is reasonable to think you may need help.

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retirement, saving · February 7, 2018

This Free Calculator Could be the Secret to Retirement Planning Success

How much you manage to save for retirement, and how you choose to invest your retirement savings play big roles in determining how comfortable your retirement will be.

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IRAs/401(k)s, retirement, Stocks/Bonds/ETFs · December 6, 2017

How to Protect Your Retirement From this Growing Risk

A recent poll reported that investor confidence is at the highest level since 2000, and nearly 70% of investors are optimistic about the stock market’s performance for next year.

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retirement, social security · November 29, 2017

The Social Security Norm That is Costing You Money

By now you know that I have long advised that it is smart for the highest wage earner in a household to wait as long as possible to begin claiming Social Security retirement benefits.

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IRAs/401(k)s, retirement, Roth Accounts · November 1, 2017

Retirement steps you must take in November

November is typically the month when you are able to review and change your work benefits for the year ahead. Now I know what you’re going to do. Nothing, right? Most people ignore all the emails about “open enrollment” and…

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medicare, retirement, saving · September 6, 2017

3 Retirement Moves to Make at Work That Will Pay off in 2018 and Beyond

Fall is the popular time for open enrollment at work, when employers lay out all the ins and outs of their benefit package for the coming year, and leave it to workers to decide if they want to change or…

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insurance, Long Term Care, retirement · August 30, 2017

Long-Term Care Planning–One Size Does Not Fit All

Shopping for long-term care insurance today is starting to feel like walking into the biggest shoe store you have ever seen and figuring out where to start.

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Annuities, retirement, saving · August 16, 2017

What Every Woman Needs to Get Schooled On.

When the American College of Financial Services recently quizzed retirement-aged people on the basics of how to make their money last, just 35 percent of men passed the test. As troubling as that is, only 18 percent of women passed.

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retirement · August 2, 2017

A Divorce Settlement Mistake I Want All Women to Home in On. 

Divorce at any age can be difficult. Even in the most amicable of situations there are major financial decisions to work through, and staying clear-eyed amid the emotional upheaval can be challenging.

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