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Articles On:Retirement Planning and Senior Finance

May 13, 2025

Paying for Senior Living: Using a Life Insurance Policy

Moving to a senior living community brings positive changes, like a more laidback lifestyle and ...

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A girl visiting her grandmother at a retirement center, for article on using a Life Insurance Policy to Pay for Senior Living. Image by monkey business images
May 8, 2025

Planning for Health Care Costs in Retirement

A recent study found that most Americans have low retirement readiness, especially in planning for ...

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A man at a doctor's ready for health care costs in retirement.
May 1, 2025

Reasons to Disinherit Someone And How To Do It

What if you no longer want to include someone in your will? Well, how you ...

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Couple working with a professional to disinherit someone from your will.
April 24, 2025

Americans Failing in Retirement Readiness

Millions of Americans risk not being ready for retirement. Like Kryptonite to Superman or Achilles’ ...

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Woman looking worried at document failing at retirement readiness.
April 17, 2025

Spending Time Wisely in Retirement

The rule of 1,000 hours emphasizes the importance of spending time wisely in retirement. You ...

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Women in volunteer shirts spending time wisely in retirement
April 10, 2025

8 Things to Know About Working in Retirement

American workers typically retire by about age 61 because of health, layoffs, or simply because ...

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A man happy on the computer working in retirement in one of the best states for older workers. Noriko Cooper
April 3, 2025

Maximizing Retirement: 7 Types of Tax-Free Income in 2025

Wise retirement planning and execution means organizing assets in a way that minimizes tax liabilities. ...

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Happy extended family with grandparents taking advantage of tax-free income.
March 28, 2025

Retirement Cold Feet

After years of planning, a 65-year-old has retirement cold feet, despite being financially prepared. How ...

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A worried woman getting retirement cold feet
March 27, 2025

12 Great Gigs for Retirees

While many workers dream of the day they’ll no longer have to come to the ...

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A tour guide telling his group about the historic building, enjoying one of the great gigs for retirees
March 24, 2025

Travel Deals for Retirees

You’ve ditched your job, you’re ready to travel, but you need to mind your money: ...

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Senior couple happy on a beach after having used their travel deals for retirees
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Care Assessment

No matter where you are on your journey, whether you're dreaming of a more carefree, active lifestyle, considering a downsize, or exploring care options for a loved one; we're here to help. Make a few simple selections, and together, we’ll create a personalized roadmap that fits your wishes, and goals.
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