Tip of The Month

Blog
Retirement

Unexpected Retirement Expenses

Taking out an extra $10,000 from your savings for a new roof may not seem like a big deal at the time. However, costs build up, and plans to cover future expenses may be disrupted.

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Genx
Tip of The Month

Gen Xers and Retirement

Generation X will begin turning 60 this year, in 2025. There’s a wide range of people in Generation X; typically defined as those born between 1965 and 1980, Gen X includes people with varying financial

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Retirement

Recover Your Lost Retirement Account(?)

When employees change jobs, their retirement plan accounts may be left behind and eventually forgotten. Fortunately, a new federal database should make it easier to find your lost retirement accounts from previous employers. In May

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HolidayTravel
Tip of The Month

Holiday Travel Tips

You may feel extra stressed and busy during the holidays, especially if you have plans to fly for Christmas or Thanksgiving. The following holiday travel tips may help your holiday abroad go more smoothly, whether

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Higher Interest Rates
Annuities

How Higher Interest Rates Affect Annuities

There are currently other options with the potential to yield higher income than bonds and market investments. For example, payouts from annuities* are higher than they have been in a long time. More precisely, annuities

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Retirement

Are You a “Solo Ager”?

A “solo ager” is someone who finds themselves living far away from any relatives or close friends during retirement. Americans are becoming more and more likely to live alone, whether they are single, widowed, or

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Money
Retirement

Generating Extra Income in Retirement

If you retired early, your Social Security benefits may no longer be sufficient. Maybe you need to help your adult children or grandchildren. Retirement can sometimes make living more expensive than it was before. And,

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