Retirement Planning 

How Much Do You Know About Social Security? (Quiz)

Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions and create strategies to optimize your benefits. If you’re planning for your retirement income and evaluating your Social Security filing options, take a moment to test your knowledge first. Take …

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Do You Need Help With 401(k) Accounts?

Over 88 million Americans participate in a 401(k) plan, with an average $96,288 balance, making 401(k)s a primary income source for retirement. There’s no doubt that these accounts are an incredible asset to help you reach your retirement savings goals. Employer-sponsored savings plans offer a tax-advantaged way for you to save, often with matching contributions …

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How Will Social Security Affect Your Financial Plan?

We all know about Social Security and are aware that we will receive some amount of benefits from the program, but many affluent investors have not thoroughly contemplated how their Social Security benefit will affect their overall financial plan. Although Social Security was formed during the Great Depression as a retirement safety net, benefits now …

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