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What To Do When Your Pension Is Going Away
Forbes
Anyone could face issues with their retirement in today’s economic environment. If you are one of the few who still has a pension at your workplace, you should consider yourself fortunate.
Strategies to Optimize Your Social Security Benefits
Kiplinger Personal Finance
To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working.
Is Your Money 'Lazy'? Here’s How to Put It to Work
Kiplinger Personal Finance
A fat savings account may feel good, but letting your money just sit there could cost you more than you realize.
Health Care Costs in Retirement: Budgeting for a Healthy Future
Kiplinger Personal Finance
Many factors affect your health care costs as you age, including where you live, your Medicare selections and whether you have long-term care insurance.
The Three Basic Components of a Good Estate Plan
Kiplinger Personal Finance
Getting your estate in order so everyone knows what you want when the time comes can save your loved ones confusion and stress.
Should Retirees Continue to Invest? Yes, and Here’s How
Kiplinger Personal Finance
You might have switched to the spending phase of your retirement plan, but that doesn’t mean you shouldn’t invest any longer, or plan for market volatility.
Over 50% of Americans would take a 20% pay cut for 'work-life balance. But can they retire?
USA Today
Falling Behind on Retirement Savings? 4 Steps to Get Back on Track in 2024.
MarketWatch
An Emergency Fund Is the Top Savings Goal for Many: 11 Steps to Fund It Quickly
GoBankingRates.com
9 Reasons Retirees Carry Debt
US News
From credit card debt to medical bills, understand the factors that cause some older Americans to struggle financially.
Is Inflation a Big Retirement Worry? How to Protect Savings
Kiplinger
Concerns about how inflation eats into your resources or limits your ability to save sufficiently for retirement are real, but...
Poll Shows Small Business Shift to Credit Unions
credit union times
Boston company finds businesses that shifted deposits after the March bank failures favored credit unions.
Expenses beyond tuition add up. How college students should budget to stretch their money.
US News
You’ve finally found enough money to pay your college tuition, but what about everyday living expenses?
High-income retirement savers may have to pay tax now on catch-up contributions. Eventually.
US News
Pay taxes now or later is often a consideration when people decide how to save for retirement, but Congress decided the only option for some...
Social Security COLA 2024: What to Do With the Extra Money
us news
Look at your finances to determine how you'll use the boost in benefits.
Also published on MSN
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in transition? want to know your 401(k) options?
We have a variety of solutions that can help turn your 401(k) in a source of income that is both protected from market forces with guaranteed returns and can offer lifetime income streams.
Don’t do anything with your 401(k) until you’ve met with us! We can help you understand the underlying strategy of your 401(k) and walk you through all of your options.
Your Financial Future is Unique. Your Financial Planning Should Be, Too.
We don’t believe in a one-size-fits-all approach to your finances.
Instead, we craft financial strategies as individual as you are. Discover how Beckett Financial Group can tailor a plan to your specific goals.
Schedule your complimentary, no-obligation consultation today. Call (803) 939-4848.
Instead, we craft financial strategies as individual as you are. Discover how Beckett Financial Group can tailor a plan to your specific goals.
Schedule your complimentary, no-obligation consultation today. Call (803) 939-4848.
