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Retirement In Sight: Working a Little in Retirement May Be Easier Than You Think

Increasingly, Americans older than 65 are finding compelling reasons to return to the workforce, whether part time or full time. Some want the money; some want the challenge and sense of purpose. One factor in their favor: Companies in many industries are having a hard time finding enough qualified workers. So far this year, U.S. […]

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Monthly Economic Update

The Month in Brief Investors and traders found much to like in October. The S&P 500 gained 2.04% during the month, topping 3,000 again. The Federal Reserve made its third interest rate cut of the year. Word came that the U.S. and China could be headed toward the first phase of a new, bilateral trade […]

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Retirement In Sight: Generating Retirement Income

Generating Retirement Income Each day, more than 10,000 Americans celebrate their 65th birthday. It’s a milestone, and for some, it signifies the beginning of retirement. Your friends, family, and coworkers may know you’re planning to retire. Some might even ask, “When’s the big day?” If you have concerns about maintaining retirement income, you may not […]

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Retirement In Sight: Sunnier Prospects for Working as a Senior

Sunnier Prospects for Working as a Senior In recent years, a steady stream of articles has questioned baby boomers’ hopes to work part time in their retirement years. These articles have tended to take a skeptical view of such ambitions. Well, maybe it is time to sweep some of the skepticism away. In August, the […]

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Retirement In Sight: Thinking About Leaving Work a Little Early?

Thinking About Leaving Work a Little Early? The so-called FIRE movement (FIRE stands for financial independence, retire early) has garnered so much attention, even those who anticipate retiring in their 60s are wondering if they should make a sacrifice or two to exit their careers or businesses a bit earlier. A poll, commissioned by personal […]

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Retirement In Sight: How Retirement Saving Relates to Retirement Spending

How Retirement Saving Relates to Retirement Spending Sometimes an article will present a generic retirement forecast, stating that the average person may need “X” dollars in savings to retire confidently. Stories like these appear every so often on financial websites, and they should be taken with a grain of salt. These articles imply that a […]

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Monthly Economic Update

The Month in Brief You could say June was a month of highs. The S&P 500 hit a record peak, oil prices reached year-to-date highs, and gold became more valuable than it had been in six years. (There was also a notable low during the month: The yield of the 10-year Treasury fell below 2%.) […]

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Retirement In Sight: Can You Stay on a Company Health Plan After Age 65?

Can You Stay on a Company Health Plan After Age 65? Generally, Medicare is available for people age 65 or older—this is well-known. What is less well-known is the fact that some companies can legally cancel group health insurance for a worker reaching this milestone. Baby boomers who aspire to keep working into their mid-60s […]

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Monthly Economic Update

The Month in Brief Hopes for a quick resolution to the U.S.-China trade dispute faded in May as discussions broke down and rhetoric from both sides turned tough again. The disappointment lingered on Wall Street: The month saw losses for stocks. On Main Street, consumer confidence was strong and inflation tame. Mortgage rates reached year-to-date […]

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Retirement In Sight: Retiring with a Cash Reserve

Retiring with a Cash Reserve Many people want to enter retirement with (a) investments that may have benefited from years of growth and compounding, (b) a manageable debt position, and (c) a cash reserve for emergencies. Just how large should that cash reserve be? There is no simple answer to that question because the answer […]

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