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Transition to Retirement: How to Prepare for Life After Work
Retirement is not just the end of a career; it is the start of a new chapter. Whether you feel excited, uncertain, or both, this guide will help you prepare for life after work. Learn how to check your financial readiness, define your purpose, protect your health, and stay connected so you can replace your paycheck, stay energized, and enjoy the freedom you have earned.
Should You Really Wait Until 70 to Collect Social Security?
Deciding when to collect Social Security is different for everyone. Experts will tell you to delay for as long as possible, but is that right for you?
You Just Turned 65. Here are 5 Unique Tax Moves
Learn how older adults can make the most of their retirement and tax planning. From understanding available tax credits and required minimum distributions to deducting medical expenses, managing Social Security taxes, and leveraging spousal IRAs, this guide provides actionable strategies to maximize savings and plan effectively for a secure retirement.
Important Updates About Next Year’s Social Security Cost of Living Adjustment
To counteract inflation's effects the Social Security Administration increases payments with an annual Cost of Living Adjustment (COLA). How does it affect you?
A Feeling of Security
When I got my first job in high school, I looked at my paycheck and was astonished at how much money was taken out for taxes. The federal taxes were not surprising, nor were the state taxes.
Social Security Spousal & Ex-Spousal Benefits
Navigating Social Security can be confusing, especially when it comes to spousal or ex-spousal benefits. Did you know you may qualify for benefits even if you never paid into Social Security? This article explains how eligibility works, how benefits are calculated, and strategies for deciding when to claim.
How to Make the Most of Your Social Security Statement
Many individuals do not review their Social Security benefit statements on an annual basis. Your Social Security benefit statement is one of the most important documents to review during your working years and as you prepare for retirement.