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A Plateful of Financial Topics That Might Come up Over Turkey Dinner
From higher prices and mortgage rates to AI planning our retirements: These are some of the conversations you might have as multiple generations gather for the holiday.
By Jerry Golden, Investment Adviser Representative Published
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Seven Factors to Consider Before Choosing a Goal Age to Collect Social Security
There’s more to this decision than simply when you want to retire.
By Kiplinger Advisor Collective Published
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Are You Ready to Retire? Find Out With This 10-Item Checklist
It’s critical to consider these core aspects of a successful retirement, both financial- and lifestyle-related, before you walk away from your career.
By Jonathan I. Shenkman, AIF® Published
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Biden's Social Security Pick Vows To Cut Service Wait Times
Social Security Administration nominee Martin O'Malley tells senators that he has the experience to lead the agency.
By Jamie Feldman Published
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Don’t Let the 'Widow's Penalty' Blindside You: How to Prepare
If one spouse passes away, the surviving spouse could pay nearly double the amount of income taxes. Are you planning for this?
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Stages of Retirement: It’s Not Just About Your Savings
Leaving behind the full-time job probably sounds pretty good, but planning for the transition involves more than having your finances in order.
By Tony Drake, CFP®, Investment Advisor Representative Published
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No, Your Social Security Benefits Aren't Going Away
The Social Security Administration's chief actuary says not to worry that the trust fund will completely run out of money.
By Jamie Feldman Last updated
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Weighing a Roth Conversion? Don’t Overlook These Five Factors
Conversions to Roth IRAs can have wide-ranging consequences on your finances, so look at the big picture before you make your move.
By Daniel Rey, Investment Adviser Representative Published
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If Social Security Gets Cut, What Will You Do?
Social Security could see a shortfall in 2033 if nothing is done to address funding. You can start planning now to shore up your retirement income.
By Edward Sota Published