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A Retirement Fact Sheet

Some specifics about the “second act.”  Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.   Up to 85% of a retiree’s Social Security income can be taxed. Some...

The Problem of Money Paralysis

Not making a move may not always be the best move to make   A decision not made may have financial consequences. Sometimes, we fall prey to a kind of money paralysis, in which financial indecision is regarded as a form of “safety.” Retirement seems to heighten...

Preparing to Retire Single

Unmarrieds need to approach retirement planning pragmatically. In an ideal world, it would be simple to prepare for a solo retirement. You would save half as much as a couple saves, buy half as much insurance coverage, and expect to live on half the income. Reality...