Tag Archives: Social Security

Grandparents Raising Grandchildren

How can they cope with the financial demands?  When many people hear the word “parents,” they picture a couple in their forties… not a couple in their seventies. The reality is that 6% of kids today live in households headed up by grandparents – a parenting situation that may lead to significant financial stress.1

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Are You Committing These Financial Illegalities?

Some people make money moves that may get them in trouble. Americans do many things with their money and invested assets, most of them on the up and up. There are exceptions, however – cases in which people unintentionally break the law, flirt with illegal behavior, or pay federal tax penalties for their indiscretions. Here […]

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How Might Higher Inflation Affect Your Investments?

With the Fed poised to gradually raise rates, this is worth considering. America once experienced something called “moderate inflation.” It may seem like a distant memory, but it could very well return in the second half of this decade.

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Behind on Your Retirement Savings?

What steps could you take to catch up? If life has not allowed you to build substantial retirement savings, what can you do to improve your retirement prospects? Here are some suggestions…

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Your Financial To-Do List

Things you should be thinking about every year. What are your financial, business or life priorities? Your goals? Specify them, then consider investing…

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Women, Money, and the Long-Term

Are you too focused on the short-term? How many short-term financial decisions do you make each week? You probably make more than a few, and they may feel routine…

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The New Gradual Retirement?

Working a little (or a lot) after 60 may become the norm. Do we really want to retire at 65? Not according to the latest annual retirement survey from the Transamerica Center for Retirement Studies which gauges the outlook of American workers. It found that…

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You Could Retire…But Should You?

It might be better to wait a bit longer. Some people retire at first opportunity, only to wish they had waited longer. Thanks to Wall Street’s long bull run, many pre-retirees have seen their savings fully recover from the shock of the 2007-09 bear market to the point…

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Getting It All Together for Retirement

Where is everything? Time to organize and centralize your documents. Before retirement begins, gather what you need. Put as much documentation as you can in one place, for you and those you love…

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How Women Are Planning Their Financial Futures

From assorted survey data, an interesting snapshot emerges. Women are taking action to approach retirement with greater confidence. Some recent, intriguing survey data indicates that women are planning their financial futures with some degree of pragmatism, but also with considerable motivation…

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