There are many unknowns when it comes to planning for retirement. Tax laws are continually in flux, healthcare costs are on the rise, and financial markets are unpredictable. Yet among the multitude of uncertainties lies…
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Tax Diversification in Retirement: What It Is and Why Does It Matter?
Planning for retirement involves more than just saving money and investing wisely—it also requires proactive tax planning. Just as you diversify your investments to minimize risk and boost potential returns, diversifying your retirement savings across…
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10 Powerful Questions to Ask Yourself If You’re Considering Early Retirement
While early retirement may feel like a fantasy for some, it’s increasingly becoming a reality for many Americans. In fact, a recent study from Natixis Investment Managers found that the average American worker hopes to…
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Should You Pay Off Your Mortgage Before Retirement?
The decision to pay off your mortgage before retirement is a personal one that depends on various factors, including your financial goals, risk tolerance, and overall financial picture. Indeed, paying off your mortgage early can…
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How to Prioritize Your Financial Goals After a Windfall
In this blog post, we’ll explore how to prioritize your financial goals and make the most of a windfall. You’ve just come into a significant windfall, and now you find yourself with a variety of…
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