Many people in this country are not prepared for retirement, causing large concern. People are living longer into retirement, yet savings are not keeping up, not to mention concerns about Social Security and what it…
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Your 2024 Medicare Enrollment Window
If you turn 65 in 2024, it is imperative that you sign up for 2024 Medicare enrollment during your designated registration window to avoid penalties when receiving Medicare benefits later on. However, the signup window…
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Traditional vs. Roth IRA: Deciding Between Immediate Tax Deduction and Tax-Free Retirement Income
Saving for retirement should be a straightforward concept: by setting aside a portion of your income now and living within your means, you pave the way for a comfortable retirement using your accumulated savings. While…
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Pre-Approval Letter for Retirement
How Much Do I Need to Have Saved to Retire? The question of retirement savings is a common concern among many individuals, especially those approaching the end of their working years. Realtors®, in particular, frequently…
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Should You Take Your Pension as a Lump Sum? 7 Considerations
When it comes time to retire, many people are faced with deciding whether to take their pension in a lump sum or as monthly payments. There are pros and cons to both options, and the…
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