Aging, Financial Independence, and Decision Making Guide
Navigating the golden years of retirement should be as smooth and enjoyable as the rest of life's journey. As we age, our relationship...
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Alex Newman
Jul 79 min read
Senior Supplemental Health Insurance: Costs and Choices
As we age, the landscape of our financial needs begins to shift, with healthcare taking a prominent spot on the list of priorities....
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Alex Newman
Jul 614 min read
Maximize Social Security Spousal Benefits: A Step-by-Step Guide
Understanding how to maximize social security spousal benefits can significantly impact your retirement planning, offering a smoother...
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Alex Newman
Jul 614 min read
Trust Administration Guide: Roles, Duties, and Differences
Navigating the waters of estate and trust administration can feel like setting sail on a vast ocean without a map. Whether you're...
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Alex Newman
Jul 514 min read
Retirement Savings Accounts: Types, Benefits, and Limits
Planning for retirement can sometimes feel like trying to solve a complex puzzle with pieces that don't quite fit. But here's some good...
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Alex Newman
Jul 514 min read
Estate Planning Guide for Baby Boomers: Top Strategies
Estate planning isn't just about drafting a will or setting up a trust—it's about ensuring peace of mind for yourself and your loved...
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Alex Newman
Jul 411 min read
2024 Guide: Maximize Retirement Plan Contributions
Welcome to your 2024 guide on how to maximize retirement plan contributions. As a trusted financial advisor, I understand the importance...
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Alex Newman
Jul 413 min read
Asset Allocation for Retirees: Strategies for Growth and Protection
Navigating the golden years of retirement can often feel like sailing through uncharted waters. With the right asset allocation strategy,...
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Alex Newman
Jul 314 min read
Retirement Plan Distribution Options: Rules and Strategies
Navigating the path to a stress-free retirement often feels like trying to solve a puzzle with pieces that keep changing shapes. Among...
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Alex Newman
Jul 313 min read
Retirement Travel Insurance: Senior Guide for 2024
Exploring new destinations, experiencing diverse cultures, and making memories that last a lifetime—retirement offers the perfect...
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Alex Newman
Jul 213 min read
Retirement Investment Strategies: Adapting for Income and Growth
As you transition into retirement, adapting your investment strategy becomes not just a choice but a necessity. Gone are the days of...
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Alex Newman
Jul 213 min read
Cut 401(k) Plan Fees: A Step-by-Step Guide
Understanding and managing retirement savings plan fees can be like trying to find your way through a maze in the dark. It’s tricky, a...
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Alex Newman
Jul 19 min read
Baby Boomer Retirement Crisis: Are They Ready?
The topic of baby boomer retirement concerns is more relevant now than ever. As the baby boomer generation marches into their golden...
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Alex Newman
Jul 113 min read
401(k) Early Withdrawal: Rules, Taxes, and Alternatives
Deciding to take money out of your 401(k) before you hit retirement can feel a bit like navigating a maze in the dark. You know there's a...
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Alex Newman
Jun 3012 min read
Prevent Elder Fraud: 7 Key Steps for Families
As you step into the golden years of retirement, safeguarding your finances becomes more important than ever. With the rise of...
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Alex Newman
Jun 3024 min read
8 Key Benefits of Delaying Retirement
Deciding when to retire is one of those major life decisions that doesn't come with a one-size-fits-all answer. While the traditional...
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Alex Newman
Jun 2914 min read
Wealth Transfer to Millennials: Markets, Real Estate, & Investing
The transition of wealth from the baby boomer generation to millennials is not just a headline; it’s a significant shift that is...
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Alex Newman
Jun 2914 min read
Maximize Senior Tax Credits and Deductions in 2024
As we edge closer to 2024, the landscape of tax planning is becoming increasingly important for seniors looking to maximize their...
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Alex Newman
Jun 2813 min read
Longevity Planning for Retirees: Key Strategies Explained
As we step into the golden years of retirement, the landscape of our financial needs and priorities shifts significantly. Gone are the...
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Alex Newman
Jun 2812 min read
Baby Boomer Financial Trends: Retirement, Wealth, and Workforce Impact
Understanding the financial landscape is key to navigating the twists and turns of managing wealth, particularly for those of us who are...
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