Viewpoints about Baby boomers
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Eight financial tips for your 50s
50 is the new 40, right? Absolutely! And after you turn 50, you want to be sure your finances are aging as well as you are and getting you ready for retirement. Whether you’re a little behind in your savings or ready to retire early, there are a few financial to do’s you should be aware of in your 50s.
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Thinking about moving in with your adult children? Five things to consider
Money. Caregiving. Companionship. For many reasons, parents are moving in with their adult children. Learn key factors to consider if you’re thinking about this living arrangement.
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What happens to my 401(k) when I retire?
For years, you’ve been contributing to your 401(k) plan at work. But what happens to your account when you retire? Here’s a look at how things will change—and some of the decisions you’ll eventually need to make.
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Five factors to consider for relocating for retirement
If you’re thinking of relocating for retirement, consider these five factors for your checklist.
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Social Security payments and inflation—what to do if one doesn’t keep up with the other
To help recipients keep up with rising costs, Social Security cost-of-living adjustments (COLAs) are made annually using a formula legislated by Congress that factors in changes in the Consumer Price Index (CPI). But, COLAs don't always keep up with inflation.
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Retiring into a challenging economy
To those just entering retirement, news of inflation, market volatility, rising interest rates, and the possibility of recession can be especially alarming. Here are tips to help position your savings and investments for the risks you face today—and better prepare you to take advantage of the recovery ahead.
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Your retirement withdrawal strategy—four tips for managing inflation
When’s the last time you reviewed your retirement withdrawal strategy? If left unchecked, it could deplete your savings faster than you expected due to rising prices and changing economic conditions. Learn four tips for managing the effects of inflation on your retirement income strategy.
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Four questions to help you plan your retirement income
Retirement is a time of change. And one of the biggest changes is no longer receiving a paycheck from an employer. In retirement, you pay yourself—your savings accounts and retirement plans generally become the sources of your income. And that takes some planning. Answering these four questions can help you get started.
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Financing longevity: how saving for retirement has gotten harder
Increasing longevity has more people over age 50 reaching out for help than ever.¹ Financial professionals should be prepared to help preretirees plan economic uncertainty into their retirement saving and investment strategies.
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Two tips to help baby boomers with their shifting retirement priorities
From changes in retirement priorities fueled by COVID-19, to potential Social Security downfalls, it’s important to use the right messaging when discussing retirement planning with baby boomers.
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