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Retirees can reverse their claiming decision, but not without considering one important caveat.
February 10 -
Seniors may consider working longer or relocating somewhere where their benefits are not subject to state taxes.
February 7 -
Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.
February 6 -
Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.
February 5 -
"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.
February 3 -
Nearly 48% of younger Americans feel they are not saving enough to secure their lifestyles after leaving the workforce, a report finds.
January 28 -
Wealth management is playing an ever bigger role at the firm, which aims to add a million new clients in the coming years.
January 28 -
Salary increases can make long-term planning more complicated if investors boost their lifestyle instead of their savings, an expert warns.
January 27 -
While there are strategies to help reduce risk, clients should recognize the order of investment returns is crucially important, an expert writes.
January 23 -
Retirees may benefit from moving money to various locations that offer better savings rates and returns.
January 21