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Retirement Planning

Social Security Benefits


Social Security at Tax Time: Key Strategies for Protecting Post-Retirement Income

Recent surveys tell us that working during one's post-career years is the new expectation for most retirees.   Three in four responded to a Merrill Lynch/Age Wave poll, last year, affirming that some element of a working life not only figured into their retirement—it would actually make... more

Strategy of Retirement Planning


Five Retirement Expenses That May Catch You By Surprise

You may think that your retirement expenses may be lower than your current cost of living, but the fact of the matter is that you will be adding new expenses to your plate. While you may not have considered them now, many will be necessities rather than discretionary. This article explains some of... more

IRA Investments


Retirement 2015: Rule Changes for the Year Ahead

Was one of your New Year's resolutions to get up to date and better informed about your retirement plans? If so, you're on the right track. The start of a fresh calendar is the perfect time to re-up your financial self-improvement goals.   As 2015 gets underway, understanding your options... more

Retirement Lifestyle Management


The Post-Retirement Career: Recent Research Suggests We're Not Really Retiring (Even if We Think We Are)

By James O'Brien.   Recent research shows that 47% of retirees say they end up working  or they plan to work after retirement. And that's not just a post-recession necessity: some 72% of retirees polled in an Age Wave/Merrill Lynch report said they want to keep working after... more

Pension Planning and Benefits


How Much Savings, How Much Growth? (A Guide to Your Own 'Right' Retirement Blend)

By James O'Brien. The market might be enjoying record highs , but investors are increasingly committed to their cash. And that includes retirees. A recent report from State Street's Center for Applied Research shows that investors are leaning in the direction of cash allocation. In part, that... more

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