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Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
You’ve worked hard for years, saved diligently and now you’re ready to relax in retirement. But if you’re part of a couple, it’s important to approach this life transition as a partnership through open communication and honest dialogue.
Deciding to wait or claim Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.
Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.