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When retirement is only a year away, it’s hard to not get excited and start daydreaming of your retirement adventures. But even if you’re convinced you’ve saved enough to retire in a year, you’ve...

The five years before retirement can be critical to your planning. While you can almost see the finish line, there’s still time to revisit and readjust your plan, if needed, refine your goals, and...

Kiplinger.com reports that depending on where you are in your journey to retirement, smart retirement planning looks different. Ideally, you should your retirement planning checklist on your first...

According to a recent survey by Goldman Sachs Asset Management and Syntonig, a behavioral research team concluded people who wind up with more retirement savings tend to share four behavioral...

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...

A study published in 2021 in the Journal of Financial Planning found that just 18 percent of newly retired Americans had enough wealth to keep spending at preretirement levels. But almost everyone,...

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor,...

With student loan payments restarting and prices for household goods now higher than ever, many people are wondering how they’ll fit these payments in. In this article, learn tips for paying off...

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are...