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Required Minimum Distributions (RMDs) are a crucial part of managing retirement accounts, yet they can be a source of significant blunders that may have costly consequences. Understanding the common pitfalls associated with RMDs is essential to protect your retirement savings. Here are seven common mistakes to avoid: 1. Missing the…
The Social Security cost-of-living adjustment (COLA) for 2025 is anticipated to be 2.6%, a modest increase that reflects the current economic environment. While this adjustment is intended to help beneficiaries keep up with inflation, it’s essential to understand its potential impact on your retirement income and whether it will meet…
Financial planning is a deeply personal process, and the approach for those who don’t plan to have children can be markedly different from that for those with children. Without the need to save for college tuition or leave a financial legacy for offspring, priorities and goals often shift, allowing for…
When it comes to finances, a lot can happen in a short amount of time. Because different areas of your life—financially and otherwise—are interrelated, what happens in one area will impact another area. That’s why focusing on just one goal can often undermine your overall long-term strategy. Holistic financial planning…
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