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Buying an Annuity? Avoid These Three Classic Mistakes

Kiplinger Personal Finance

Annuities can be a sensible option for retirement, offering steady income in your later years. But these common traps can damage your investment.

Is It Time to Exchange Your Annuity?

TheStreet Retirement Daily

Swapping your current annuity for a new one could boost your retirement income and potentially lower fees.

2025 Financial Resolutions: Build Savings and Tackle Debt

The Lake Murray News

As we head into 2025, many Americans are prioritizing financial stability by focusing on two key goals: building emergency savings and reducing debt.

Article Archives

Three mistakes annuity owners should avoid

Insurance News Net Magazine

Annuities are becoming one of the most common financial products used when planning for retirement. Buyer demand, fueled by higher interest rates, market volatility from the COVID-19 pandemic and subsequent inflation have all contributed to recent record-breaking sales.

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.

Building Generational Wealth Isn't Easy. Here's How to Start

investopedia

5 Reasons to Retire in South Carolina

AARP

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

How to Set Financial Boundaries Around the Holidays

HuffPost

3 Reason Why Gold May Outperform the Stock Market

CBS News

Gold Investing Interest is High. Here's How You Could Benefit, Too.

CBS News

An Emergency Fund Is the Top Savings Goal for Many: 11 Steps to Fund It Quickly

GoBankingRates.com

Social Security COLA 2024: What to do with the extra money

U.s. News & World Report

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

Go To Article On MSN.com

What To Do When Your Pension Is Going Away

Forbes

Anyone could face issues with their retirement in the economic environment today. If you are one of the few who still has a pension at your workplace, you should consider yourself fortunate.

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