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Rethinking the role of bonds in generating retirement income

By Gary Brooks, CFP® We are seven years into the wave of Baby Boomers turning 65 at the rate of roughly 10,000 per day. Many of these soon-to-be, or new, retirees use an increasingly flawed rule of thumb for investing and retirement income. The basic thinking is that they should subtr
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Financial planning in your 60’s

By Allyn Hughes, CFP®, ChFC®, CLU®, CAP® By the time you reach age 60’s, you have already made many important financial decisions and, like most of your peers, understand your basic financial situation as you finalize your retirement plans. You still must prepare to take the ass
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Financial Planning in your 50’s

By Allyn Hughes, CFP®, ChFC®, CLU®, CAP® For many, their 50’s is a feast or famine period. On average, household incomes for people in their 50’s are higher than previous working years. Successful couples are likely at or near the height of their earning capacity. Many in their 50’s a
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  • Happy sophisticated senior couple celebrating golden anniversary at a fancy restaurant.

Retirement income withdrawal strategies

By Anh Thu Tran, MBA Turning savings into income The decline in company pensions has resulted in more and more Americans becoming personally responsible for funding their own retirement. Countless articles have been written to help workers save adequately for this impending phase of l
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