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Want to retire early? Make these 5 moves in 2024

Want to retire early? Make these 5 moves in 2024

by Kenny | Dec 14, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

As 2023 comes to a close, many Americans are turning their attention to 2024 and contemplating resolutions for the new year. Many focus on financial resolutions. as people seek to earn more or create breathing room in their budget. For some, making a commitment...
Is it possible to switch from Social Security retirement benefits to disability benefits?

Is it possible to switch from Social Security retirement benefits to disability benefits?

by Kenny | Dec 8, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Yes. If you become disabled after filing early for retirement benefits, you may be able to change to Social Security Disability Insurance (SSDI). Similarly, if you retire early but belatedly discover that an existing condition might have qualified you for a higher...
5 Reasons To Buy an Annuity

5 Reasons To Buy an Annuity

by Kenny | Nov 30, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A few reasons to consider buying an annuity include the tax advantages, income for life and customization options for added benefits. The Annuity.org editorial team interviewed annuity buyers and financial experts to understand the best reasons to purchase one and how...

7 Keys to Pretirement Planning With Your Partner

by Kenny | Nov 25, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Take these steps together to help you both get the retirement you want Retirement can last for decades, so the choices you make in the years leading up to it will have huge implications for your financial security, lifestyle and legacy during your golden years. They...
Annuities Rising in Popularity

Annuities Rising in Popularity

by Kenny | Nov 16, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

Get trusted annuities advice, news and features. Find annuities tips and insights to further your knowledge on kiplinger.com. Rising interest rates are making annuities more attractive to investors, so much so that annuity sales are smashing records set in 2008 during...
5 Ways To Kick Retirement Overspending

5 Ways To Kick Retirement Overspending

by Kenny | Nov 9, 2023 | blog, Financial, Financial Services Newsletter, New Weekly Newsletter, Weekly Article, Weekly Newsletter

A budget is the best way to avoid running out of money in retirement Too many online shopping sprees. Frequent dinners at your favorite steak house. Pricey vacation getaways. And, of course, high inflation. Houston, we have a problem: Many retirees are spending way...
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Recent Posts

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