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How to Increase your Spousal Social Security Benefit
Learn strategies to optimize Social Security spousal benefits and ensure a secure, coordinated retirement plan.
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KevinGuarino
Oct 273 min read
Are You Making These 3 Common 401(k) Allocation Mistakes?
Learn how to avoid common 401(k) mistakes like over-reliance on target-date funds and company stock. Discover how to optimize retirement.
DanielKelley
Sep 123 min read
The Perfect Timing: The Stages of Planning For Retirement
Maximize your retirement with early planning. Explore key strategies for your 20s, 30s, 40s, and beyond.
KevinGuarino
Aug 224 min read
5 Financial Goals to Hit by 60: A Blueprint for Securing Your Future
Approaching 60? Ensure financial stability with these 5 crucial goals. From retirement planning to securing assets, prepare now.
KevinGuarino
Jun 64 min read
Reverse Mortgages Explained: Navigating the Pros, Cons, and Their Role in Your Retirement Plan
Let's chat about what reverse mortgages are, the benefits and risks associated with them, and how they could potentially fit for you.
KevinGuarino
May 172 min read
Is 50 Too Late to Plan for Retirement?
the question remains: "Is 50 too late to plan for retirement?" Absolutely not. Let's dive into effective strategies for those catching up.
KevinGuarino
Apr 303 min read
Retirement Withdrawals during a Downturn? 3 ways to protect your assets.
With the ever-present threat of a down market, it's crucial to adopt strategies that safeguard against the risk of overdrawing
KevinGuarino
Apr 103 min read
Estate Planning for Retirees: Ensuring your Legacy
There are numerous tools and strategies available to ensure your estate is appropriately managed:
Wills: This basic estate planning docume
DanielKelley
Mar 292 min read
Can I Retire Early?
"Can I retire early?" This is a question that echoes in the mind of many of us who desire to escape the daily grind earlier than usual.
KevinGuarino
Mar 74 min read
Downsizing or Relocating in Retirement: A Comprehensive Guide
Choosing to downsize or move in retirement is a big decision that can affect both your finances and way of life.
KevinGuarino
Feb 74 min read
The Safest and Earliest Time to Stop Saving for Retirement
Embarking on the journey to retirement is not just about reaching a destination; it's about understanding the roadmap
KevinGuarino
Dec 6, 20233 min read
The Top 3 Tax Blunders Every Retiree Should Avoid
If you're like most folks, you've probably spent a good chunk of your life daydreaming about the golden years of retirement.
KevinGuarino
Dec 6, 20232 min read
How to Take Advantage of Roth Conversions
Today, we're diving into the world of Roth conversions, a move that can significantly impact your retirement planning. Let's unravel what...
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