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How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

A practical financial checklist for the future.  When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old woman will live...
Insurance Needs for Empty Nesters and Retirees

Insurance Needs for Empty Nesters and Retirees

Thinking about coverage as you enter a new phase. With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings...
Reducing the Risk of Outliving Your Money

Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retireesthis question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed...
Annual Financial To-Do List

Annual Financial To-Do List

Things you can do for your future as the year unfolds What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives,...
That First RMD from Your IRA

That First RMD from Your IRA

What you need to know When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s).These withdrawals are also called Required Minimum Distributions (RMDs). You will make them, annually, from now on.1 If...