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social security

How Could the Outcome of the Election Affect Social Security?

September 28, 2020

Regardless of who wins the election, Social Security will surely remain a hot button issue. The program currently pays out more than it takes in, and this trend is likely to continue. The Social Security trust fund was projected to run out in 2035, at which point about 79% of benefits would be payable.[1] However, that projection was…

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fraud protection

How to Recognize a COVID-19 Scam

September 26, 2020

Online scams have been on the rise since the start of the COVID-19 pandemic, and new kinds are popping up. Scammers tend to target older adults, especially those more vulnerable to the virus. Many scams use fear and panic to make the victim act quickly without thinking first. That’s why it can help to know the signs of…

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401k options

3 Options for Your 401(k) When Leaving Your Job

September 21, 2020

If you’ve ever left a job, you may have had to decide what to do with your old 401(k). You might have rolled it over into a 401(k) at your new job or even forgotten about it when you were younger. But if you’ve recently lost your job, retired, or left your job for another reason, you may…

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retirement lifestyle

4 Fun and Affordable Retirement Activities

September 1, 2020

Entering retirement can mean a dramatic shift in lifestyle, but luckily there is plenty of time for new or old hobbies. Remember, you’re not just retiring from something, you’re retiring to something. The “what” is up to you, and there are many options other than expensive hobbies. Here are four fun and affordable retirement activities. Volunteering Few things are as fulfilling and…

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retirement income planning

3 Things to Know If You Don’t Want to Leave Your Retirement Income to Chance

August 23, 2020

If you’re nearing the end of a long career or have recently retired, you know something about what it takes to be successful. Luck can help, but hard work and proper planning are much more important. It’s the same with retirement. Deciding where your income will come from, working to help minimize your tax burden, and knowing how…

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Financial Lessons from a Founding Father

August 16, 2020

America is taking another look at Alexander Hamilton thanks to the hit Broadway musical celebrating his role in shaping our nation. As the first Secretary of the Treasury, he created the first national bank, consolidated the new country’s war debts, and established federal credit. You could say he was America’s first Chief Financial Officer. He was also a…

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retirement income planning

3 Things to Know About Your 401(k)

August 9, 2020

We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial discipline and contributes regularly. There are several important things to know about your 401(k), such as how much…

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summer travel

4 Essential Items to Pack on Your Trip This Summer

August 3, 2020

If you’re traveling this summer, there are certain staples you can bring wherever you go. When packing for a trip, everyone immediately thinks of underwear and a toothbrush, but there are other essentials that don’t come to mind as easily. And even if you forgot those two things, you can buy a new toothbrush or an extra pair…

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retirement income planning

Pension Or No Pension, Have a Plan for Creating Retirement Income

July 24, 2020

Here’s proof that funding retirement has changed: In 1970, 45% of private-sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by 401(k), IRAs, and similar retirement plans, and retirees must find a way to make their savings last throughout retirement. If you are lucky enough to have a pension, you still have…

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aging psychology

3 Ways to Create Your Own Blue Zone

July 16, 2020

Have you heard of “Blue Zones”? No, they’re not places where everyone is a Democrat. They’re places in the world where there is an unusually high number of people living into their 90’s and even 100’s. These populations are known for maintaining good health well into old age. It’s not that they have special technologies, or the best…

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