Your Retirement Handbook

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This powerful eGuide contains detailed, easy-to-read, easy-to-reference information designed to help you work toward a smooth and confident retirement transition.

financial steps 20s 30s 40s 50s
What might you think of doing when? Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s
inheritance
A windfall from a loved one can be both rewarding and complicated. Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered.
Pension plans
Corporations are transferring pension liabilities to third parties. Where does this leave retirees? A new term has made its way into today’s financial jargon: de-risking. Anyone with assets in an old-school pension plan should know what it signifies.   De-risking is when a large employer hands over its established pension liabilities to a third party
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Bad Money Habits

Bad Money Habits to Break

Behaviors worth changing Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial tendencies, now is as good a time as any to alter your behavior.   #1: Lending money to family & friends. You may know someone
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medicare

The A, B, C & D of Medicare

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from.   Parts A & B: Original Medicare. There are two components. Part A is hospital insurance. It provides coverage for inpatient stays at medical facilities. It can also
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risk tolerance
When was the last time you looked at the content of your portfolio? From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your tolerance for risk. Over
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