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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
Retirement in Sight - October October 18, 2016 Most baby boomers know that their Social Security benefits can be reduced if they earn too much in retirement. While 76% of baby boomer respondents to a 2015 AARP survey understood this fact, 57% also thought they would never recoup those surrendered benefits. That is incorrect. Click Here To Read More
Retirement in Sight - September September 19, 2016 Can You Determine Your Ideal Retirement Income by Formula? Retirement income formulas can serve as a starting point or simple estimation of the amount of money you may need per month or year, but other factors may influence those needs as well. Some articles state that you need to live on 70% or 80%... Click Here To Read More

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