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Retirement in Sight - March March 22, 2017 How Much of Your Retirement Savings Should You Withdraw Each Year? When Fidelity Investments asked more than 1,000 pre-retirees to guess the percentage that retirement planners would recommend, 19% said 7-9% a year. Click Here To Read More
Retirement in Sight - February February 17, 2017 Retiring with an Age Difference If you are 10 or 15 years older than your spouse or partner, to what degree should that age gap influence your retirement planning? You will want to consider this question, for it may affect many aspects of your financial future – such as your planned retirement... Click Here To Read More
Retirement in Sight - January January 19, 2017 Can You Work Your Way into Retirement? As 2016 ended, the 17th Annual Transamerica Retirement Survey appeared and noted a preference for a phased retirement among a majority (53%) of workers polled by the insurance and investment company’s Center for Retirement Studies. In fact, 48% of the... Click Here To Read More
Retirement in Sight - December December 15, 2016 Teamwork Counts for Couples Close to Retirement. Talking about a few lifestyle and financial matters in the years immediately before your retirement transition may help you and your spouse find more happiness in your “second act.” Click Here To Read More
Retirement in Sight - November November 15, 2016 Could Some Simple Moves Help You Reduce Your Taxes? Quite possibly. Elaborate tax management strategies aside, you might find ways to cut your tax bill for 2016 and beyond through a few, straightforward steps. Click Here To Read More

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