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Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions.

Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.   

Financial Fraudsters Preying on Boomers & Elders

 

 

If something sounds too good to be true, it probably is.

Financial Elder Abuse: Perception vs. Reality

Someday, you or your parents could be at risk.

 

You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1

  

Keep Your Life Insurance When You Retire

 

Some good reasons to retain it.

Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed.

 

Back to Basics

 

 

Michael Jordan, perhaps the greatest basketball player who ever lived, once said:

“Winners don’t just learn the fundamentals, they master them. You have to monitor your fundamentals constantly, because the only thing that changes will be your attention to them.”

How Retirement Spending Changes With Time

 

Once away from work, your cost of living may rise before it falls.

 

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money?

Tariffs and Trade... What's Going on?

 

Please open your economic textbooks to page forty-seven, class, because it’s time to talk about something you probably haven’t thought of since college: tariffs.

Volatility is Normal

 

 

On my way home tonight from the office, I was contemplating whether I should send out a quick message to all of our clients. But when I got home and started seeing the headlines about the stock market, I knew I needed to send out a brief note. You'd think the media hasn't seen market volatility in over two years!

Why You Should Have an Online Social Security Account

 

 

Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – the Social Security Administration.

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