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Semiretirement can help bridge the gap between full-time work and complete retirement. Semiretirement is a transitional phase between full-time work and complete retirement, allowing individuals to reduce their work hours or shift to less demanding roles while still earning an income. It’s an increasingly popular option for those who aren’t . . .

According to the Employee Benefit Research Institute’s 2024 Retirement Confidence Survey, 83% of workers are concerned that the higher cost of living will make it harder to save as much as they want toward retirement. If you’re like most retirement savers, you’ve likely had concerns over the rising cost of . . .

Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. Deciding when to retire and begin collecting Social Security is an important life decision. Some people may feel . . .

When high school seniors start to get their college acceptance letters, some students (and their parents) measure their success rate by how well-known and respected the colleges that accepted them are. Did they get in to an Ivy League school? One of their state’s top colleges? Or, will they be . . .

Changing jobs introduces a new dilemma for people, regardless of why or how often they do so: what to do with the 401(k) account they had with their former employer. Often times, this can be an afterthought when switching jobs, but it’s important to determine what steps you need or . . .

To maximize your savings, understand your options – if any – for your retirement plan when you switch jobs. Changing jobs can impact your retirement plan. To minimize disruptions to your contributions and the vested portion of your previous employer’s contributions, it’s important to understand the choices you may have . . .

Retirees face a critical task in managing their income and expenses to ensure that they can support their lifestyle and any healthcare costs. Unless you have accumulated substantial wealth where money is not a concern, you face a critical task when you reach retirement: making sure that your assets will . . .

Americans 65 years of age and older face a number of choices when it comes to Medicare healthcare coverage. We look at the top considerations. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes . . .

Many adults have aging parents who are in need of living and health care assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple options for financing the cost of the care. Living . . .

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and . . .