Social Security: Baby’s First Number
Diapers, blankets, and onesies are common items on any new parents’ list. But did you know that the Social Security Administration suggests putting “get my child a Social Security number” on the list...
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5 Ways to Prepare for Retirement
It’s a long time until I retire; I’ll have plenty of time to worry about that. It’s easy to get caught up in starting a career and a family. But the reality is, retirement planning should start at the...
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5 Secrets to a Successful Retirement
Look up retire in the dictionary and here’s what you’ll find: “To retreat from action or danger. To withdraw for privacy, to recede. To conclude a career.” Retreat, recede, conclude are not words in...
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Worst Things to Keep in Your Wallet
Your wallet is a gold mine for an identity thief. Yet with so much focus on data breaches and online scams, it’s easy to overlook the valuable information in your back pocket or purse. Here’s what...
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Top 9 Financial Planning Mistakes
Clients often ask what they can do today to avoid financial challenges in the future. They might find themselves with extra income after paying off debt, have a dream to buy a home or need a retirement...
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Why Your First Social Security Check May Be Smaller Than Expected
Delayed-retirement credits to boost Social Security benefits accrue month by month after you reach full retirement age, which is 66 for those born between 1943 and 1954. If you rack up the most allowed...
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6 Retirement Issues You and Your Spouse Must Discuss
1. Will you move, downsize, or stay where you are? Although most retirees age in place, there is a growing trend of leaving colder, higher-cost states for warmer, lower-cost ones. According to the...
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How Much Do You Need to Retire? A Simple Formula
Are you too busy to plan for retirement? The demands of running a business lead many owners to feel that way. While quick estimates aren’t a substitute for comprehensive planning, it may help to start...
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