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How Presidential Elections Impact Your Investments and Retirement 📈 Thumbnail

How Presidential Elections Impact Your Investments and Retirement 📈

Presidential elections in the United States are often regarded as pivotal moments that can shape the future of the country. With each election cycle, investors and retirees may find themselves concerned about the potential impact on their investments and retirement savings. However, it's essential to separate political noise from long-term investment strategies and make informed decisions based on historical data and market fundamentals.

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Understanding Social Security Spousal Benefits and Survivor Benefits Thumbnail

Understanding Social Security Spousal Benefits and Survivor Benefits

Social Security benefits can provide a nice income stream during retirement or in the event of a spouse's death. There are over 1800 rules to the system and understanding how benefits actually work can go a long way in helping you maximize your Social Security benefits. Today, we are going to explore two facets of Social Security program: Spousal benefits and survivor benefits and help you better understand them to help you make good decisions around your Social Security strategy.

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The 3 Biggest Tax Planning Mistakes Retirees Make and How to Avoid Them Thumbnail

The 3 Biggest Tax Planning Mistakes Retirees Make and How to Avoid Them

You've worked tirelessly your whole life, diligently saving for retirement. Every time you hear someone discuss tax strategies, you get excited, only to realize they mainly apply to business owners and real estate investors. But here's the thing: even in retirement, there are plenty of tax planning opportunities that can save you a significant amount of money. Oftentimes, retirees don’t take advantage of these strategies and instead make big mistakes with their taxes. Today, we'll explore 3 common tax planning mistakes retirees make and show you how to avoid them.

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Retirement Planning for the Long Run Thumbnail

Retirement Planning for the Long Run

New retirees quickly realize that they’ve got much more time to play 18 holes at the country club or book that week-long get-away. And all these additional activities equal more money coming out of your bank account. In fact, we’re finding that many of our clients require closer to 100% of their pre-retirement income for retirement living.

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Understanding How Your Social Security Benefits Are Taxed Thumbnail

Understanding How Your Social Security Benefits Are Taxed

As you approach retirement age, it is crucial to have a comprehensive understanding of how your benefits will be taxed. Social security taxes can be complex and confusing, but with the right knowledge, we can help you make informed decisions to minimize them. In this article, we will demystify social security taxes and explore how they affect both retirees and working individuals.

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