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Investing a Lump Sum for Retirement - What to Do and Pitfalls to Avoid

Investing a Lump Sum for Retirement - What to Do and Pitfalls to Avoid

Receiving a lump sum of money can be a life-changing event. Whether from selling your home for a profit, cashing out a major equity investment, or col...

National Family Reunion Month - Time to Discuss your Retirement Plans with Family?

As the summer heats up and masks come off, Americans are getting back out there. Whether it’s a camping trip, beach vacation, or bringing everyone tog...

Can (and Should) Couples Keep Their Finances Separate in Retirement?

Many married couples enjoy having financial independence throughout their working lives. Some maintain separate bank accounts for decades without a hi...

Pinpoint your Passions - Opportunities for Volunteering in Retirement

One way you can enrich your life in retirement is by volunteering. The time you spend can have a lasting impact on the community - and if you find the...

Retiring with Pride – How LGBTQ Retirement Planning is Unique

It’s Pride Month again, showing us that love really does win! In recent decades we’ve seen plenty of progress for LGBTQ rights, especially in terms of...

How to Tell if Your Advisor is a Fiduciary (and Why it Matters)

Working with a financial advisor can be scary. Many people have been burned in the past or heard horror stories from friends. Whether it's brokers sel...

Secrets to a Happy Retirement - What Will Enrich Your Life in Retirement and What Will Hinder it?

Retirement planning is about saving, there’s no denying it. Preparing for your post-work life involves creating an investment plan, minimizing taxes, ...

How to Rollover Your 401(k) When You Retire

Retiring soon? Congratulations! Reaching retirement is a big and exciting accomplishment. But it’s also a time of transition, and there are a lot of c...

What the Remote Work Boom Could Mean for Your Retirement

As you may have noticed, remote work is booming. Coronavirus has caused a significant change in the workplace, possibly forever. A survey from the US ...

How to Use HSAs to Your Advantage in Retirement

Rising medical expenses are a fact of life in the United States. Accordingly, health care costs have become an increasingly important aspect of planni...

6 Reasons to Downsize Your Home in Retirement, Plus Tips for Doing it Right

Should you downsize your home in retirement? It’s a common question and the answer is—it depends. Retirement is a time that brings many lifestyle chan...

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