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Tax Efficiency in Retirement

How much attention do you pay to this factor? Will you pay higher taxes in retirement? Do you have a lot of money in a 401(k) or a traditional IRA? If so, you may receive significant retirement income. Those income distributions, however, will be taxed at the usual...

Could the Premature Loss of Your Spouse Devastate Your Retirement?

Have you ever thought about what would happen to your finances if you lost your spouse prematurely? Most people avoid this topic, and understandably so. We don’t want to dwell on things that cause us emotional distress, but what we don’t realize is that by avoiding...

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man.    What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group.   Most middle-class retirees get...

Is Your Retirement Plan Ready for a Market Downturn in 2018?

If you’ve kept an eye on the markets in the past year, you know that 2017 was a banner year for stocks. In fact, both the Dow Jones and the S&P 500 celebrated the launch of 2018 by reaching record highs (1) and until the beginning of February 2018, we were...