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Retirement Planning
The 2025 Guide to Retiring Without Regret
According to the U.S. Census Bureau, more than 55 million Americans, or roughly one-sixth of the population, were age 65 or older in 2020. If you’re among the millions of…
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This Sunny California City Was Ranked a Most Expensive Place To Retire. Here’s What You Should Know
San Diego, Calif., has a well-deserved reputation as one of the most desirable retirement destinations in the United States. Unfortunately, it is also among the country’s…
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Should You Max Out Your 401(k) or IRA First?
When it comes to retirement savings, deciding whether to max out your 401(k) or IRA first can feel like a good problem to have—but it’s one that requires careful planning.…
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What to Look for in a Retirement Community Tour: Questions Most People Forget to Ask
There comes a time in the lives of many older adults when moving to a retirement community becomes more attractive because of the services, support, and amenities they…
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How to Retire When You Own a Business
Business owners have a special opportunity when planning for their financial future—when the time comes to retire, they can sell their business and combine those proceeds…
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Maximize Travel Rewards on a Fixed Income
Retirement may offer the opportunity for adventure, whether you want to hike in Acadia National Park or visit the Prado Museum in Spain. Traveling doesn't have to be…
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From CEO to Volunteer: Reinventing Your Purpose in Retirement
Retirement isn’t just about stepping away from your job. It’s about stepping into something new. For high-achieving professionals whose identities are tightly woven with…
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Is It Really Early Retirement or Just a Layoff? Here’s How to Decide
You're not far from retirement when you get laid off from your job. Here's how to figure out if you're ready for early retirement or if you should go back to the job market.…
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Are You Living In One of These Top 10 Most Expensive Cities to Retire?
These destinations that offer quality of life, but have a high cost of living Where you retire can have as much impact on your finances as when. In the U.S., the cost…
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How Much Does It Cost To Retire in the U.S.?
Deciding Where To Retire? Consider These Financial Factors and States When Making Your Move As they approach retirement, many U.S. residents consider moving somewhere…
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