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Financial Sense

A Bucket Plan to Go with Your Bucket List

The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets.

There is no easy answer to this challenge, but let’s begin by discussing one idea – a bucket approach to building your retirement income plan. 

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Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

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Three Key Questions to Answer Before Taking Social Security

When should you start taking Social Security? Should you continue to work? Learn how you can maximize your benefit.

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Money Tips for Newlyweds

In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial stress, in some cases the root may begin with habits formed early in the marriage. Here are some ideas to help manage stress.

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How Millennials Can Get a Good Start on Retirement Planning

If you are younger than 35, saving for retirement may not feel like a priority. After all, retirement may be 30 years away; if your employer does not sponsor a retirement plan, there may be less incentive for you to start.

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