1994 was a hallmark year. Stephen Spielberg won his first directing Oscar for Schindler’s List. Friends aired for the first of ten seasons. Baseball went on strike. Nothing compared to the bald computer guy from Wall Street who quit his job and launched Amazon from his garage. The world would…
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Financial decisions may impact your income and taxes at certain retirement milestones. A key milestone is the window between your retirement date and the year you begin taking required minimum distributions (RMDs). Strategic planning for this window may extend your retirement dollars, so continued support from your financial advisor…
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Why would anyone choose to keep a job when they could retire (or go back to work when they could stay retired)? After all, “tradition” has it that most workers eagerly await retirement. We tend to think of it as our ultimate reward for decades of effort and hard work.…
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Here are some insights to help dispel five persistent myths about retirement. Myth #1: I don’t need to revisit my withdrawal rate Planning how you will create a retirement income stream can be challenging. Historically, a rule of thumb has been that a properly diversified portfolio can last 30 years…
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Given retirement can last several decades, many retirees continue working to some degree. Whether by choice or necessity, working after retirement provides you with financial benefits. If you don’t have a financial advisor, this may be a good time to seriously consider getting one. Here are a few considerations to…
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