Inheriting an IRA can be both emotionally and financially challenging. As you deal with the grief of losing someone close to you, you might also be facing a complex financial situation. One of the critical factors that beneficiaries need to…
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How to Navigate the Impact of Rising Interest Rates on Your Bond Portfolio
As an investor, incorporating bonds into your portfolio can offer a sense of security, manage risk, and provide a reliable source of income. However, with the recent increase in interest rates, many investors are left wondering how this will impact…
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When is the Best Time to Take Social Security?
Picture this: you’re nearing retirement and you’re counting down the days until you can finally experience the golden years. However, a significant part of your retirement plan involves your social security benefits, and you’re not sure when to start claiming…
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The Great Wealth Transfer: Preparing for an Inheritance
In the next few decades, trillions of dollars are expected to change hands as the Baby Boomer generation passes on their wealth to their heirs. “The Great Wealth Transfer refers to the massive shift of wealth from the Baby Boomer…
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Is Phased Retirement Right for You? Exploring the Pros and Cons
As much as we look forward to our retirement years, there’s no doubt that this new phase of life is an adjustment. That’s why many people are considering what’s called a phased retirement: A phased retirement includes a broad range…
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How Will Inflation Affect My Retirement?
If you’re in or entering your retirement years and watching the rise of inflation as we experienced in 2022 and beyond, you might be looking at your portfolio and wondering if it can weather the storm. Will I have to…
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Financially Planning for Retirement: Why Your Activities Matter
When you think about your retirement…what comes to mind? Time spent on a sandy beach with your toes in the water? Playing with grandkids? Relaxing with all the time in the world? So, here’s the problem with having all the…
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