Retirement Planning

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An individual uses a smartphone to monitor stock market trends and trading activity, with a financial app displaying graphs, stock tickers, and options to buy or sell shares.
July 21, 2025

Protect Your Portfolio: 8 Mistakes to Avoid in a Volatile Market

Market volatility can be unsettling. Learn which investing mistakes to avoid to protect your portfolio and build lasting wealth.
stock market volatility, investing mistakes, long-term investing, financial planning, panic selling, investment strategy, diversification…

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July 17, 2025

8 Important Things to Know About Mutual Funds

Learn how mutual funds offer diversification, liquidity, and professional management while helping investors pursue growth, income, or stability.
mutual funds, investing basics, diversification, professional management, long-term investing, reinvestment, liquidity, investment strategy, fund fees…

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June 24, 2025

Avoid These Common Retirement Mistakes

Plan for a confident retirement by avoiding these common pitfalls that can jeopardize your long-term financial well-being….

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An older couple sits on a sofa in front of a bright window, smiling. The woman has blonde hair and a pink button-down shirt; the man, wearing a blue button-down shirt, has his arm around the woman and a laptop on his knees.
June 12, 2025

Things You Need to Know About Target-Date Investing

Learn how target date funds can simplify your retirement planning with automatic adjustments, built-in diversification, and a strategy that evolves with your timeline.
target date funds, retirement planning, retirement savings, automatic investing, diversification, glide path, expense ratio, retirement fund, financial planning, set-it-and-forget-it investing…

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Couple sitting on a couch looking at a laptop together, discussing something with focus.
June 10, 2025

How to Understand and Manage the Phantom Wealth Effect

Learn why you might feel cash-poor despite a high net worth and how to turn phantom wealth into real financial confidence.
phantom wealth, net worth vs liquidity, financial stress, cash flow management, illiquid assets, feeling broke with assets…

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June 3, 2025

FIRE Movement: Retire Early with Smart Money Habits

Learn how the FIRE movement helps people achieve financial independence and retire early through high savings, frugality, and smart investing….

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5 Questions to Help You Design a Retirement You’ll Love

Planning for retirement? Start with these nonfinancial questions to create a life you truly love.
retirement planning, nonfinancial retirement planning, retirement lifestyle, where to retire, emotional retirement readiness, retirement life goals…

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A smiling couple cuddles on a beige sofa; the man looks over the woman’s shoulder at a tablet. Behind them are white-curtained windows.
May 23, 2025

How to Steer Clear of These 9 Retirement Missteps

Plan for a confident retirement by avoiding these 9 common pitfalls that can jeopardize your long-term financial well-being.
retirement planning, retirement mistakes, financial planning, retirement savings, social security strategy, inflation and retirement, healthcare costs retirement, emotional spending, tax-efficient withdrawals…

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A woman with a touch of gray in her hair, wearing glasses and a white cardigan over a navy blue top, looks at a laptop screen. She holds papers and a pen in her right hand and has a tablet on the table in front of her.
May 20, 2025

How to Avoid Pension Advance Mistakes

Learn why pension advances are risky and explore better options to protect your retirement income.
pension advance, pension loans, structured settlements, retirement income, financial alternatives, avoid pension scams…

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Smiling older couple using a smartphone and laptop together at a table.
May 8, 2025

How to Make the Most of Your Required Minimum Distributions

Not sure what to do with your required minimum distributions? Explore tax-efficient strategies for managing the RMDs you don’t need.
required minimum distributions, RMD strategies, managing RMDs, retirement account withdrawals, tax-efficient strategies, reinvesting RMDs, Roth conversion, charitable distribution, RMD tax planning, retirement savings…

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