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Posts by retevo

Divorce During Retirement

A funny thing happens when you get busy with trying to achieve all the things you want out of life: You lose a few along the way. Unfortunately, some people lose their marriage.1 However, for those who are truly unhappy and can’t see a way back to blissful partnership, a “gray divorce” isn’t necessarily all negative.…

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Retirement Plan Fees: Know What You Are Paying

Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always should pay attention to the fees involved in your plan. Your plan provider charges various fees to invest, manage and administer the plan, and those fees are passed on to…

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Tax-Deferred or Tax-Exempt? Potential Benefits to Having Both

Over the years, you may have heard it’s good to have different “kinds” of money as you head into retirement. A financial advisor may recommend a combination of tax-deferred and tax-exempt financial products, diversifying your money to help take advantage of the tax benefits both types of products provide. What many people don’t understand, however,…

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Is Feeling Younger the Secret to a Longer Life?

“You don’t stop laughing when you grow old, you grow old when you stop laughing.”  ~George Bernard Shaw While some people accept getting older as a natural part of life, many others are on a mission to fight the aging process and maintain a youthful attitude and appearance. Although we are often reminded to “age…

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3 Common Questions About Social Security

While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall financial strategy for retirement. But making sense of the basic ins and outs of Social Security can be overwhelming. Here are three questions people commonly ask as they approach retirement…

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Selling Your Home? Do These Things Before You List.

Ahhh, summer. The time of year when our thoughts turn to swimming, frozen treats, and … moving? Reports indicate that summer is the most popular time to relocate, with 48 percent of moves happening between May and August.1 In May, the National Association of Realtors announced existing-home sales are forecasted to jump 3.5 percent in…

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Tax Cuts Coming? Planning Suggestions

The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the fact that Republicans dominate both chambers of Congress suggests 2017 may well be a year in which significant tax reform is engineered.1 One thing should…

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Keeping Connected With the Ever-Changing Internet

If you’ve watched national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that internet providers should allow access to content regardless of the source and without blocking certain sites. In the waning days of the Obama administration, the Federal Communications Commission passed a rule preventing…

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How to Help Make Retirement Income Last

Building up a retirement nest egg is one thing, but making it last throughout your lifetime is quite another. With a larger share of the financial responsibility for retirement shifting from employers to employees, it’s more important than ever to explore all income strategies to help determine what is most appropriate for your situation. One…

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How Long is ‘Till Death Do Us Part?’

One result of today’s longer lifespans is that marriages last longer too — unless they’re cut short by divorce. People may have been more likely to stay married when retirement lasted just 10 or 20 years, but now that more retirees live into their 80s and 90s, divorce is a more common option. Between 1990…

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