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What’s next for Social Security? Here, you’ll find a sum-up of how your benefits could be impacted in the coming year.
All eyes are on the Build Better Act as it works its way through Congress. While nothing has been set in stone yet, it’s important to consider how the tax implications of this bill might affect your retirement plan in the event they make it through the legislative process.
My favorite blog takes a look at how we should all take the data produced from "happiness" studies with a grain of salt, especially if you’re letting them help determine important life decisions.
How do you factor the unknown into your retirement calculations? Note the key variables highlighted in this article that can greatly fluctuate your retirement projections.
You make hundreds of decisions daily, both big and small. When it comes to the financial decisions you make, however, what if there was a way to take a more calculated, observant approach?
The most recent proposal of the Build Back Better Plan submitted on November 19 now eliminates both the regular backdoor Roth and mega-backdoor Roth tax strategies beginning in 2022 for everyone, regardless of income.
Family and the relationships you have with your loved ones play a large role in not only your happiness today, but also years into retirement.
Take a moment to think about how you have evolved over the past decade. The changes you find might be profound. You certainly have learned a lot and gained more life experience, however, the other aspect to keep in mind is what this article refers to as the “end of history illusion”.
While the four percent rule might be a well-known standard, a recent Morningstar panel determined that in today’s economic climate, a 3.3 percent withdrawal rate might fare better for a conservative portfolio.
The odds are in your favor when it comes to living longer; however, that also means creating a retirement income stream you don’t outlive is more imperative than ever.
For some individuals, long-term care in the grand scheme of a full retirement plan can often end up in the “good-to-have” category, versus “need-to-have”.
The pursuit of happiness in retirement might be much more complex than you ever realized. In order to become what this article refers to as a “HROB” (Happiest Retiree on the Block), there are crucial financial and non-financial aspects to consider.