Retirement readiness is about more than your savings. In this video, Victoria Larson shares a five-step checklist to help you define your ideal retirement
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Approaching retirement? Learn four essential steps to help maximize tax advantages, prepare for future income, and avoid costly surprises during the retirement
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A healthy 60-year-old may have only about 12 years before mobility, energy and independence begin to decline. Victoria Larson and Erin Kennedy explain why
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A carefully planned move to assisted living became an ICU crisis overnight. What followed revealed hard-earned lessons about skilled nursing care, Medicare
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Long-term care planning takes on new meaning when you experience it with someone you love. This personal account explores the realities of becoming a caregiver
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Saving in a 401(k) is only part of the equation. Learn how withdrawal timing can affect your taxes, retirement income, Social Security, and Medicare costs.
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Top Annuity Income Strategies: Finding the Right Fit for You!
Summary:
If you’re thinking about retirement income, the real question
Many people plan to work through their 60s, easing out of employment on their own terms. Reality check: Your retirement date can arrive abruptly and a lot
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The 2 Questions You Need to Answer Before You Retire
Summary:
As you get closer to retirement, a lot of questions start popping up
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What the Big Beautiful Bill Means For Your Retirement!
Summary:
Big changes are on the horizon, and they could affect your retirement
Developing a solid retirement plan — before a layoff — can help you to adapt to unexpected changes in your timeline. Once the initial panic eases, you can
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Retirement is full of decisions you can’t afford to get wrong. I recently rented a car in Chapel Hill. The base rate seemed reasonable — until I reviewed the
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