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Retirement is a new beginning. As a new retiree, you enter a new stage of your life, where your time is now regulated by you ...

February 24, 2024

Money in College Savings Accounts Can Instead Be Put Towards Retirement

Starting in 2024, due to the Secure Act 2.0, up to $35,000 of the money in a 529 college savings account to be rolled over ...

February 22, 2024

Seven Different Ways

We thought we’d bring to your attention an article recently published by AARP that discusses seven different ways retirement income will be different this year: ...

February 2, 2024

A Sudden Influx of Cash?

Annuities are one way to leverage a sudden influx of cash that may or may not have been expected, such as a bonus, inheritance, or ...

January 27, 2024

Retirement With $5 Million

There was a recent report from the Employee Benefit Research Institute on an analysis of retirement accounts using the 2018 Survey of Consumer Finances. According ...

January 19, 2024

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