Should You Buy an Annuity or Wait to Claim Social Security? Here’s How to Decide
If you’re nearing retirement, you’ve probably had a conversation with some advisor pitching an annuity. But the big question is, “Should...
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Oct 153 min read
Stop Planning Like You’ll Live Till 90! Do this Instead
Y ou don’t need to plan to live until age 90 when preparing for retirement. Many retirees default to planning for a life expectancy of...
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Sep 146 min read
7 Retirement Withdrawal Strategies to Help You Make the Most of Your Retirement
In this post, we’re going to cover seven popular retirement withdrawal strategies, each with their own pros and cons. Whether you’re...
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Sep 33 min read
How Much Risk Should You Take in Retirement? A Balanced Approach
One of the most common questions I hear from soon-to-be retirees is, "How much risk should I take with my investments?" It’s a great...
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Aug 142 min read
How the First 5 Years Can Make or Break Your Retirement
One of the most significant risks retirees face is market volatility, especially in the early years of retirement. This is known as...
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Aug 22 min read
How the Retirement Spending Smile can Help you Retire Earlier!
Traditionally, many retirement plans use an inflation adjusted spending approach. You start with a certain amount of spending, say...
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Jun 201 min read
Front-End vs. Back-End Retirement Spending: Which Suits You?
For a successful retirement it's crucial for you to know if you prefer front-end or back-end loading of your retirement expenses....
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Jun 62 min read
Could Moving in Retirement Save You on Taxes? Here’s What You Need to Know
Could moving in retirement save you on taxes? I ran three scenarios for a hypothetical couple looking to move from New York to Florida....
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Jan 273 min read
Top 10 Reasons Retirees Should Consider Taking Social Security Benefits at age 70
Here are my top 10 reasons retirees should consider delaying Social Security Benefits until the age of 70. 10 – You Can’t outspend it –...
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