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Category: Storyline
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Saving for retirement can feel like a distant priority—especially when you’re juggling bills, family expenses, and career goals. But if there’s one financial move that can dramatically improve your future security, it’s contributing to a 401(k) plan. Whether you’re just starting your career or nearing retirement, understanding the power of a 401(k) can help you…
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You’ve worked hard, saved diligently, and now you’re standing at one of retirement’s biggest crossroads: take the steady monthly pension or grab the lump sum and run? It’s a decision that could shape the rest of your financial life—and it’s not as simple as it seems. One offers security, the other flexibility. One feels safe,…
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Retirement is a major milestone, and with it comes a new financial landscape. For Sam (65) and Sarah (64), who retired on July 1, 2025, understanding their tax obligations is key to managing their income wisely. Let’s walk through their first year of retirement and see how their income stacks up against federal and state…
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Retirement isn’t just about numbers—it’s about dreams, timing, and the courage to take the leap. For Bob and Barbara, a couple from Kentucky with a lifetime of memories and a love for adventure, the question was simple: Can we afford to retire now and live the life we’ve imagined? To find out, we ran a…
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Here’s a blog post tailored for retirees, based on the latest and most reliable information about reverse mortgages from trusted sources like AARP and the National Council on Aging: As retirement unfolds, many older adults find themselves rich in home equity but short on liquid cash. If you’re 62 or older and own your home—or…
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Retirement isn’t just about managing your money — it’s also about managing the unexpected family and legacy twists that life throws at you: Adult children moving back home. Unexpected caregiving roles for parents or siblings. Wills, trusts, and estate plans left incomplete. Family disputes over inheritance. If you don’t plan for family surprises, they can…
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When you think about threats to your retirement, you probably picture stock market crashes or big medical bills. But the most dangerous threats are often silent and slow: Inflation chips away at your purchasing power year after year. Taxes drain more from your withdrawals than you expect. Rising living costs can quietly wreck your careful…
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Retirement isn’t something you can “wing.” Small mistakes today can turn into big regrets tomorrow — and once you’re retired, you may not have time to recover. In this section, you’ll meet real people who faced costly retirement planning mistakes — and you’ll learn how to avoid falling into the same traps. 10 Retirement Planning…
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Retirement isn’t just about stopping work — it’s about navigating the unexpected costs that creep up as we age: Out-of-pocket medical expenses Home modifications for mobility Help with daily activities (even if you stay at home) These hidden costs can quietly drain your savings — unless you prepare. In this part, you’ll meet real retirees…
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You might picture retirement as the time you finally pay off your mortgage and live debt-free. But for millions of Americans, debt follows them right into retirement — and sometimes grows even worse. Mortgage debt is rising among seniors. Medical bills and credit card debt are ballooning. Downsizing or relocating isn’t always easy — or…