Retirement
Guide
Tax Refund Direct Deposit
As much fun as it is to hold your tax refund check in your hands as you rub them together with glee, direct deposit is a simpler and faster ...
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Guide
3 Steps To Semi-Retire Successfully
By Andrea Woroch
As a new decade begins, many have their sights set on change. After what feels like a lifetime of working, though, it ...
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Guide
4 Things Delaying Your Retirement
Are you planning on delaying your retirement? Workers are trending in that direction. Labor force participation numbers have been increasing...
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Guide
Best And Worst States For Retirement
Do you plan to "retire in place" and stay in your current area, or are you interested in retiring in a different state? In either case, you ...
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Guide
Don't Get A Surprise Tax Bill From Your IRA
You probably know about potential IRA tax traps related to withdrawals, rollovers, and estate planning that can saddle you with penalties an...
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Q&A
Asked by an anonymous user
Answered by Lars Larsen ChFC®
Financial Planner in Burlingame, CA
Financial Planner in Burlingame, CA
First, let me congratulate you on asking this
question in your early 20s. The earlier in
life you start investing the better. The
compounded rate of return over a long...
Q&A
Asked by Cortland
It may be more helpful for you to think of it
as cash flow: "Every month Uncle Sam makes a
pension deposit and a Social Security deposit
in my bank account of $XX and...
Q&A
Asked by an anonymous user
Answered by Karl Leonard Hicks
CFP® in Riverside, CA
CFP® in Riverside, CA
Social Security Benefits can be a very
complicated issue. There are several factors
that determine your eligibility and the others
that determine the amount of benefit...
Q&A
Asked by Theresa
If you haven't started yet, it will be way
more than you want to. What are your likely
monthly expenses in retirement? Start with
that and work backwards - a compoun...
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