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Best Places to Live and Retire Now
Retirement is a time to enjoy and relax. But the question is where?
Retiring and Relocating? How to Compare Costs Before You Go
When it comes to retirement, one of the largest decisions that we’ll have to make is deciding on whether or...
11 Ways to Make Financial Planning Easier
Financial planning may be necessary but it’s also notorious for being a decidedly unpleasant experience. For many people, dealing with...
10 Ways to Improve Your Future Financial State
A 2022 study found that by September of that year, 63% of Americans lived paycheck to paycheck. Many of these...
The Importance of Estate Planning
, Financial Advisor and Vice Chairman of Wealth Management at D.A. Davidson, shares what estate planning is and what investors...
Best Colleges for Retirees
Typically, retirement is a time when you can kick back and relax. And, there’s nothing wrong with that. You’ve paid...
What is a Good Monthly Retirement Income for Women Entrepreneurs?
If you’ve been successful in your entrepreneurial ventures, you probably have some means of income for your retirement, but usually,...
Helping People With Disabilities Make That Retirement Dream a Reality
People with disabilities represent a huge and often untapped market – ”total after-tax disposable income for working-age people with disabilities...
10 Ways You’re Blowing Your Retirement Savings
Everyone wants to retire and spend the rest of their lives in comfort and happiness. However, the harsh reality is...
What Would You Choose as a Consumer: Living a Good Life or Saving for Retirement
Most people fall into one of two categories. They are either savers or spenders. Savings are often prioritized for the...
How To Use An RMD To Rebalance Your Retirement Account
If you have a traditional individual retirement account (IRA) or a regular 401(k), you can’t leave your money untouched in...
10 Mistakes To Avoid As A Solo Retired Traveler
Consumers are taking the plunge into solo traveling, despite the cost of traveling surging in recent months due to higher...
Positioning Your Portfolio Going Into the New Year
As we look forward to the coming year and brace for a shrinking economy, the end of the year is...
5 Types of Roth Conversion Strategies to Manage Taxes
Did you know that the correct Roth conversion strategy can have a significant impact on how much your clients will...
