Retirement
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Retirement Planning: 5 Essential Investment Tips for Your 50s
Investing in your 50s might feel like a race against time, but it’s not too late to build a strong…
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New Retirement Mindset
“When your time becomes more important than money.” This is my response when clients ask me to help them decide…
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Social Security Offsets
fyi50+: There have been recent reports from Congress about eliminating WEP and GPO Social Security offsets. I asked Dave Freitag…
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How to Calculate Tax on Social Security Benefits
It is always a good idea to start your tax planning process toward the end of the year, and if…
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Want to Create Joy in Retirement?
The first time I became familiar with this concept of “joy” was when reading “Spark Joy: An Illustrated Master Class…
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Active Aging
When you were growing up, you might have had a dreary idea of what “aging” meant. Maybe it involved sitting…
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Social Security & Long-Term Challenges
By Tina Tran, state director, AARP Texas~ Americans pay into Social Security, expecting to receive their earnings when they retire.…
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Turn Retirement into Inspirement
Soon after retiring, a vibrant, well-known, and respected business owner passed away recently due to a freak accident while celebrating…
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5 Retirement Account Strategies Worth Considering After 50
The choices you make about your retirement accounts shape more than a balance sheet. They determine how much freedom you’ll…
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Pros and Cons of Taking Early Social Security Benefits
fyi50+: Economic times being what they are, many workers might be interested in taking their Social Security benefits before they…
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How to Protect Your Social Security Number From Identity Theft
fyi50+: The Social Security Administration has been promoting awareness of scams for several years through their annual National Slam the…
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The Social Security Trustees Report — 2024
The Social Security Administration released a press release in May on the financial state of the Social Security system. The…
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Knowing When It’s Time to Retire
“I’m just not sure this is the right time.” I often hear this statement when clients want to exit their…
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Social Security and Divorce
fyi50+: Gray divorce is a fact of life in this country. After age 50, many married couples agree to go…
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How to Avoid the Retirement Blues
A recent WebMD article mentioned that almost one in three retirees become depressed after retiring. It’s most likely because they are…
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Always in Bloom
The trappings of outward success are often tied to one’s age. Launch a successful tech company at 56 and you’re…
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