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baby boomers

Couples Retiring on the Same Page

Couples Retiring on the Same Page Agreeing about what you want from retirement is crucial. What does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar? The Social Security Administration currently projects an average retirement of 18 years...
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The Retirement Reality Check

The Retirement Reality Check  Little things to keep in mind for life after work. Decades ago, there was a book entitled What They Don’t Teach You at Harvard Business School. Perhaps someday, another book will appear to discuss certain aspects of the retirement experience that go unrecognized – the “fine print”, if you will. Here...
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Taxes & Social Security in Retirement Copy

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List A way to help you prepare. The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is...
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Taxes & Social Security in Retirement

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
Read More

Taxes in Retirement

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
Read More

Taxes in Retirement

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
Read More

Debunking a Few Popular Retirement Myths

Debunking a Few Popular Retirement Myths It seems high time to dispel some of these misconceptions.   Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   “When I’m retired, I won’t really have to invest anymore.” Society still...
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