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Social Security: How Retirement Benefits Work

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Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes ...
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Untangling IRAs

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Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 ...
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Unretirement: Figuring Out Your Next Act

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This is an update to an earlier post because we can't resist revisiting this topic, especially when new data is ...
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A Rose By Any Other Name

A Rose By Any Other Name

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Last week, my friend Rose called me. She was visiting her 80-year old mother, when her mom got a call ...
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Funding Home Improvements

Funding Home Improvements

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My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer ...
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Let's Talk Social Security

Let’s Talk Social Security

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You’ve been paying in to Social Security for decades and now you’re ready to start collecting benefits. Before you make the ...
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