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Retirement Weekly

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Navigating Roth Conversions and the SALT Deduction Cap for Retirees retire smart retirement planning roth conversion tax planning Sep 09, 2025

Retirement planning often comes down to more than just investment choices. Taxes can play a huge role in how much of your money you actually get to keep. Two tax rules that frequently collide for reti...

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Will Social Security Keep Up with Inflation? retirement planning retirement strategies social security Aug 26, 2025

Understanding CPI Adjustments and What They Mean for Your Retirement

When it comes to retirement planning, Social Security is often the backbone of income for millions of Americans. But here’s a crit...

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Can You Still Trust the Fed? Here's Why Your Retirement Depends On It. economic news federal reserve investment strategies retirement planning Aug 06, 2025

This past week delivered a one-two punch to the financial world—and if you're planning for retirement, you can't afford to ignore it.

The firing of the Bureau of Labor Statistics (BLS) Commissioner a...

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Outrun Inflation: The Retirement Mistakes That Shrink Your Nest Egg | Pt. 2 #financialmistakes inflation retirement income retirement planning retirement strategies Jul 24, 2025

Planning for retirement isn’t just about piling money into “safe” vehicles like cash accounts or annuities. While these options feel secure, they often fail to keep pace with inflation—and fees can ea...

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Outrun Inflation: The Retirement Mistakes That Shrink Your Nest Egg | Pt. 2 #financialmistakes inflation retirement income retirement planning retirement strategies Jul 24, 2025

Planning for retirement isn’t just about piling money into “safe” vehicles like cash accounts or annuities. While these options feel secure, they often fail to keep pace with inflation—and fees can ea...

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Don’t Go All-Cash: The Retirement Mistakes That Shrink Your Nest Egg | Pt. 1 #financialmistakes inflation risk retirement mistakes retirement planning Jul 15, 2025

Most retirees understand market risk—but far fewer grasp the danger of safety risk. That’s the risk of losing purchasing power because your “safe” money isn’t keeping up with inflation. In this week’s...

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Look Poor. Retire Rich. The Retirement Tax Hack Nobody Talks About. retirement advice retirement planning roth conversion tax strategies Jun 03, 2025

When most people think of retirement, they imagine beach vacations, spoiling the grandkids, and finally having time to enjoy life. But what if the secret to achieving that dream lies in looking poor o...

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Is Your Retirement Portfolio Too Complicated? diversification retirement planning retirement strategies smart investing wealth management May 20, 2025

Diversification or Diworsification? What Every Retiree Needs to Know About Their Portfolio

When it comes to retirement planning, most of us have heard that diversification is key. Spread your investm...

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Is Your Social Security at Risk? What $2 Trillion in Cuts Could Mean for You! diversification doge medicare retirement planning social security May 13, 2025

What Pre-Retirees Need to Know About Government Spending Cuts

If you're in your 50s and planning your retirement, there's a good chance you've heard the recent buzz about major federal spending cuts....

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Should You Invest in Gold ETFs for Retirement? Here’s What You Need to Know financial planning gold goldefts retirement advice retirement planning Apr 29, 2025

When markets get shaky or headlines start shouting about inflation, it's no surprise that gold starts shining again in the eyes of investors—especially those nearing retirement. But is buying gold or ...

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Are Crypto ETFs Your Retirement Friend or Foe? crypto derisking efts retirement planning smart investing Apr 22, 2025

Crypto EFTs Unveiled

The financial world is buzzing with excitement over crypto ETFs and alternative investments making their way into retirement accounts. As these once-restricted investment vehicle...

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The 4% Rule 4% rule financial planning retirement planning retirement strategies Apr 01, 2025

Is the 4% Rule Still Relevant for Modern Retirees?

For years, the 4% rule has been a cornerstone of retirement planning. The concept is simple: retirees can safely withdraw 4% of their portfolio annu...

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