Annuity gives investors peace of mind through stability. However, they must assess all aspects before making a decision.
When the Los Angeles Dodgers signed Edwin Díaz, he became their ninth player with deferrals in his contract, totaling more ...
When it comes to retirement, the most significant financial question isn’t just how to cover day-to-day expenses, but how to leave a lasting legacy for loved ones. As a result of this tension between ...
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Want Guaranteed Retirement Income? Social Security Isn’t the Only Way to Get It
Social Security serves as a financial lifeline for millions of retired Americans. And even if you manage to save a decent chunk of money for your senior years, you might rely heavily on Social ...
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Ask an advisor: I have 2 annuities and RMDs looming. What can I do to minimize taxes and possibly reinvest the money?
I’m 68, single and retired. I started claiming Social Security at 65 and my house is paid off completely. I have two fixed ...
Allspring California Tax-Free Fund missed its target despite positive bond market growth this quarter. Read the complete ...
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The Biggest Risk for New Retirees
Historically, the US equity market has had a seriously negative sequence of returns only a few times over the past 92 years: 1929-32, 1939-41, 1973-74, and 2000-02. These were all periods with equity ...
With the 2026 tax season approaching, and call volumes expected to rise significantly to nearly 300,000 calls per day at its ...
The Blake Lapthorn Pension Fund has agreed a £5.7m full scheme buy-in with Aviva, securing the benefits of all 52 members, including 30 deferred members and 22 pensioner members ...
The 0.01% have significant ways of protecting their wealth, and surprisingly, most of them are available to the common ...
Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review these key financial planning ideas before 2026.
In 2026, Jodi’s projected cash outflow will consist of $2,000 in interest on a home-equity loan, lifestyle spending of ...
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