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Contract work, consulting or smaller part-time jobs can help clients reduce withdrawals early in their retirement years. But have advisors kept up with the complexities of these strategies?
November 20
Archer Investment Management -
Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.
November 20 -
Retirees could end up paying taxes on the majority of their Social Security benefits when certain conditions are met.
November 19 -
Scammers can learn quite a bit of information from social media so don’t think that just because they know a couple pieces of information about you and your family that they are legit.
November 16 -
"Retiring just before a stock market peak could be ruinous to your financial health but it doesn’t have to be,” says an expert.
November 15 -
Clients who buy and hold the products in their retirement accounts may get a nasty surprise, said one of the SEC’s five commissioners.
November 15 -
Assisted-living expenses increased 7%, according to one study, which is triple the rate of inflation.
November 14 -
The move is the latest effort to reduce the early flow of money out of 401(k)-style plans.
November 13 -
So-called opportunity zones created under the new tax law can offer clients a unique chance to save.
November 13 -
The years between 60 and 70 present a great opportunity for seniors to make financial moves to protect their retirement savings.
November 9 -
The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.
November 9 -
Older couples should determine whether they are physically ready for the task, as moving can be stressful for people of advanced age.
November 8 -
The business could fetch as much as $1 billion, sources say.
November 8 -
A typical Social Security payment is likely to cover basic costs in these areas.
November 7 -
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When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them
November 6 -
People are innately drawn to be a part of something special.
November 6
Snowden Lane Partners -
A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.
November 6 -
Workers looking to retire comfortably are more in need of professional guidance than they realize — and there are a lot of them.
November 5 -
The IRS announced upward adjustments for 401(k), 403(b)s and other plans.
November 5




















