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Articles On:Retirement

May 24, 2023

Tips to Build Retirement Savings

If you’re in your 50s and 60s with no retirement savings in sight, you’re far ...

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retirement savings
May 10, 2023

Prescription Drug Prices Falling for Retirees

Concerned by prescription drug prices? Federal legislation could help retirees with by lowering costs of ...

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Prescription drug prices - couple looks at drugs in bottles anxiously
April 26, 2023

Retiring Overseas

The United States may be the world’s No. 1 superpower, but people living in a ...

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couple retiring overseas
April 5, 2023

Turn Home Equity Into Income In Retirement

In some high-cost parts of the United States, the homes seniors bought years ago for ...

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home equity
March 29, 2023

New Rules on Required Minimum Distributions

Congress late last year revised the rules on required minimum distributions (RMDs) that retirees must ...

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required minimum distributions on calculator
March 15, 2023

Closing the Retirement Income Gap

By the time you reach your 50s, you should start to get a handle on ...

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retirement planing
March 13, 2023

Wife Wants to Move – Husband Refuses

A retired woman is very unhappy after she and her husband relocated. While the wife ...

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wife wants to move - unhappy dark senior woman
February 1, 2023

Happy As a Semi-Retired Independent Contractor

Jennifer Morley worked as a high school teacher in Hillsborough County, Florida, teaching economics, psychology, ...

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semi-retired and calling the shots. Happy senior on phone and computer
December 14, 2022

Does a Lump-Sum Payout Make Sense?

Sometimes a lump-sum payout makes sense when planning for retirement. Many employers that provide defined-benefit ...

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retirement-planning-lump-sum
December 13, 2022

Making Retirement Golden Years Count

After you retire, you’ve earned the right to relax and enjoy life. The retirement golden ...

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happy Asian couple dancing on the beach. Image by Wanida Prapan. Retirement golden years offer the chance to live life to the fullest. These tips can help you find energy and purpose to add meaning to life.
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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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We’re so sorry that you’re facing this challenge, and want you to know you’re not alone. Please select the scenario that best fits your situation. Choose as many as you need. Together, we’ll find the support you deserve!
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Thank you for answering those quick questions! We’re pulling your customized plan together now. Fill out the form below, and have it conveniently emailed to your inbox. Select submit to skip this step.
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