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Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.
June 18 -
There are dangerous misconceptions that can lead to financial hardships in retirement.
June 17 -
Review the tax treaty between the U.S. and their new country to determine where they should pay the tax bill on their retirement income.
June 14 -
Clients may be better off boosting their equity allocation if they have a safety net in the form of assets that provide guaranteed income.
June 13 -
Traditional lenders usually refused cash-strapped minority seniors, which explains why they became such easy prey, an expert says.
June 12 -
Tariffs associated with the U.S.-China trade war could cause a bigger than expected adjustment.
June 11 -
Funding a 401(k), 403(b) or company-sponsored retirement savings vehicle should come first, an expert says.
June 10 -
Depression can be a big risk for seniors as they transition to retirement.
June 7 -
The legislation includes a provision that would raise the age limit for making contributions and taking required minimum distributions.
June 6 -
Retirees should live a frugal, flexible lifestyle and consider buying insurance to cover big ticket items.
June 5