Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Silver Sneakers 101
Lifestyle inflation can be the enemy of wealth building.
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Keeping Up with the Joneses
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
Three important questions to consider before you start taking #SocialSecurity.
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Three Key Questions to Answer Before Taking Social Security
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
If you died, what would happen to your email archives, social
profiles, and online accounts?
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Safeguard Your Digital Estate
There are hundreds of Exchange Traded Funds available. Should you invest in them? #ETFs
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Should You Invest in Exchange Traded Funds?
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Over age 50? You may be able to catch-up on retirement.
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Catch-Up Contributions
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
To make money harder to copy, there have been continual changes to the artwork, paper and ink. #Counterfeit
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Countering Counterfeit Currency
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Don't procrastinate: pursue your financial goals by creating a long-term strategy.
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The Cost of Procrastination
