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- Preparing for Year-End Financial Moves: Last-Minute Tax & Retirement Opportunities
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- The Psychology of Retirement: How to Prepare Emotionally and Financially for Life After Work
- The Hidden Tax Traps in Retirement — and How to Avoid Them
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Category Archives: Economy
2 Reasons 2022 Challenged the 60/40 Portfolio Strategy
2 Reasons 2022 Challenged the 60/40 Portfolio Strategy The 60/40 allocation strategy is frequently recommended when beginning your investing journey. With 60% of your portfolio in equities and 40% in bonds or other fixed-income investments, this approach has traditionally provided…
The Economy Threw a Curveball at Retirees in 2022
The Economy Threw a Curveball at Retirees in 2022 The economy in 2022 posed difficulties for a lot of people, and retirees have had it even harder. The impact of the Russia-Ukraine conflict, the aftermath of the pandemic on the…