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Alex Newman
May 17, 202414 min read
Retirement Savings: How Much by Age 35, 50, 60?
Planning for retirement feels like navigating through a dense fog at times. With so many variables at play—market conditions, inflation...
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Alex Newman
May 17, 202410 min read
Aging, Financial Literacy, and Decision-Making Impact
As we age, the landscape of our financial decision-making evolves, presenting new challenges and opportunities that weren't as apparent...
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Alex Newman
May 16, 20244 min read
Senior Health Insurance Guide: Enrollment and Costs
Navigating the world of senior health insurance can often feel like trying to find your way through a labyrinth. With so many options,...
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Alex Newman
May 16, 202414 min read
Social Security Spousal Benefits: Key Qualifications and Calculations
Navigating the labyrinth of Social Security benefits can often feel like trying to solve a complex puzzle. But when you break it down,...
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Alex Newman
May 15, 202412 min read
Estate vs. Trust Administration: Duties, Terms, Simplification
Navigating the financial landscape as you approach or enjoy retirement can often feel like charting a course through uncharted waters....
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Alex Newman
May 15, 202415 min read
Guide to Choosing Your Retirement Savings Account
Choosing the right retirement savings account feels a bit like picking the perfect wine for dinner—there's an art to it, a bit of...
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Alex Newman
May 14, 20246 min read
Estate Planning Guide for Baby Boomers: Key Tips
As the sun sets a little closer to retirement for the baby boomer generation, estate planning comes into sharp focus. It's more than just...
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Alex Newman
May 7, 202413 min read
2023 Guide: Maximize Your Retirement Plan Contributions
As you edge closer to the golden years of retirement, understanding and maximizing your retirement plan contributions becomes more than a...
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Alex Newman
May 6, 202413 min read
Retiree Asset Allocation Strategies for Every Age
Planning for retirement can feel like navigating through a dense forest without a map. Especially when it comes to figuring out the best...
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Alex Newman
May 6, 202412 min read
Retirement Plan Distribution Options: Rules and Strategies
Decoding the world of retirement plan distribution options can often feel like trying to understand a foreign language. But don't worry,...
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Alex Newman
May 5, 202412 min read
Senior Travel Insurance: Choosing Your Best Plan
Embarking on new adventures during your retirement should be an exciting time, not one clouded by worries about what could go wrong....
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Alex Newman
May 5, 202414 min read
Retirement Portfolio: 8 Key Investment Strategies
As you step into the golden years of retirement, the focus shifts from accumulating wealth to preserving it and generating stable income....
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Alex Newman
May 4, 202411 min read
Cut 401(k) Fees: Boost Your Retirement Savings
Navigating the path to a stress-free retirement often involves making sure your hard-earned money is working just as hard for you. A...
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Alex Newman
May 4, 202411 min read
Impact and Tips: Baby Boomer Retirement Concerns Unveiled
The journey into retirement should be one filled with anticipation and a sense of achievement, not overshadowed by financial worries....
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Alex Newman
May 3, 202413 min read
Early Retirement Plan Withdrawal: Rules, Penalties, and Tips
Deciding to tap into your retirement plan early can feel like walking through a financial minefield blindfolded. You've worked hard to...
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Alex Newman
May 3, 202413 min read
Prevent Elder Fraud: Key Steps and Documents
As you journey through retirement, staying informed and vigilant against financial scams is as important as managing your investments....
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Alex Newman
May 2, 202415 min read
Maximize Benefits by Delaying Retirement: A Guide
Deciding when to retire is one of those big life decisions that can have a huge impact on your financial well-being. Like a master chess...
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Alex Newman
May 1, 202414 min read
Wealth Transfer Impact: Millennials, Markets, and Challenges
The impending baby boomer wealth transfer is poised to be one of the most significant economic events of our time. As trillions of...
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Alex Newman
May 1, 202413 min read
8 Key Tax Deductions and Credits for Seniors
Understanding the landscape of taxes can feel like navigating a maze, especially for seniors who are looking for ways to maximize their...
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Alex Newman
Apr 30, 202419 min read
Longevity Planning for Retirees: A Practical Guide
Retirement marks a significant transition in life, one that brings about both excitement and a fair share of questions. Among the myriad...
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