Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have. Here are five facts about
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In a recent survey, 75% of current workers stated they plan to work for pay after retiring.
And that possibility raises an interesting question: how will
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The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year.
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Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years focused on their careers.
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Nearly 500,000 retirement savers are now 401(k) millionaires, according to Q2 stats compiled by Fidelity Investments.
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Social Security COLA Update
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Maximizing the effectiveness of your retirement strategy begins with understanding the hierarchy of savings.
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The “catch-up” provision allows workers who are over age 50 to make contributions to their qualified retirement plans in excess of the limits imposed on younger
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As complex as the details of taxes can be, the income tax process is fairly straightforward.
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In taxes, there’s an equalizer of sorts; it’s called the alternative minimum tax, or AMT.
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Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.
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New retirees sometimes worry that they are spending too much, too soon.
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