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Many retirees get the money part right but still end up feeling lost. Retirement isn't just about having money—it's about making sure your money serves the life you want, instead of becoming the point of the life you have.
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Think a will is enough to protect your family and assets? Most people do—until they learn about probate costs, privacy concerns, and the glaring gaps in protection.
Many retirees get the money part right but still end up feeling lost. Retirement isn't just about having money—it's about making sure your money serves the life you want, instead of becoming the point of the life you have.
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Worried about how a government shutdown might affect your retirement income and financial security? While your Social Security and Medicare benefits will continue, there are important service disruptions and economic ripple effects every retiree should understand.
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This guide outlines eight key financial planning areas retirees should review during the fourth quarter, including tax strategies, healthcare enrollment periods, estate planning updates, and investment portfolio assessments.
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The boomer generation will transfer $84 trillion over the next decade, but fragmented planning could cost your family significantly. Discover how coordinating your estate and financial planning under one roof can simplify asset transfer, minimize taxes, and ensure your children inherit clarity—not complexity.
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What really happens when you die without a will or a trust? Dying without a will or a trust, known as dying "intestate," leaves the distribution of your assets to your state's laws — often bypassing your wishes. This scenario forces your estate (all your “stuff”) into probate, a slow, expensive, and public court process that can cause significant family disputes.
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AI has made scams more sophisticated than ever, the baby boomer generation has become a prime target. These criminals are using powerful tools like voice cloning and impersonations to create believable hoaxes that exploit a lifetime's worth of hard-earned assets. By staying informed, you can defend what you've worked so hard to build.
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A Stoic approach to retirement finances focuses on what you can control: your discipline, your mindset, and your well-considered plan. True financial fortitude is not about avoiding risk, but about mastering your response to it.
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Inflation poses a significant challenge to retirement security, but retirees can proactively minimize its impact by re-evaluating their finances and adapting spending. By taking these steps, you can safeguard your desired retirement despite rising costs.
