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Navigating Social Security COLAs: A Guide for Pre-Retirees
- Retirement, Social Security
When you hear “COLA”, your first thought might be of the classic soft drink that adds a refreshing fizz to any occasion. However, another kind of COLA is just as important to millions of Americans – the annual Cost of
Beyond Benchmarks: A Smarter Approach to Retirement Planning
- Investment, Retirement
President Roosevelt said, “Comparison is the thief of joy.” While he may have been speaking in more general terms, this can be applied to all aspects of life, including retirement planning. The one-size-fits-all approach rarely works because your plan should
Maximizing Tax Efficiency in Retirement: A Guide to Roth Conversions and Proactive Planning
- Retirement, Taxes
Taxes could be your largest expense in retirement! Therefore, planning for taxes in retirement is not just important; it’s crucial. It can help you maximize your retirement income and ensure that your hard-earned savings are used to fund the retirement
2024 Retirement Plan Contribution Limits
- Retirement, Taxes
“Don’t save what is left after spending; spend what is left after saving.” -Warren Buffett As we kick off the new year, it’s important for savers to be aware of the updated retirement plan contribution limits for 2024. These limits
