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Is a Reverse Mortgage a Good Idea for Me?
It’s usually a good idea to discuss important financial decisions with friends, family, or someone you trust. Here are some questions to consider before applying for a reverse mortgage: 1. Is there…
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Filing Taxes Just Got (A Little Bit) Easier
by Davida Smith-Reed Now that it is March, your annual tax filing deadline is fast approaching. If you receive Social Security benefits, one of the documents you need to file your federal…
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We’re Married – Does That Reduce Our Combined Social Security Benefits?
Question: My husband and I are both entitled to our own Social Security benefits. Will our combined benefits be reduced because we are married? Answer: No. When each member of a married…
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What Is Social Security Full Retirement Age?
Question: What is full retirement age? Answer: Full retirement age is the age at which a person may first become entitled to full or unreduced retirement benefits. Your full retirement age depends…
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Changing Your Facebook Status to “Remarried”—in Retirement?
Consider these financial issues before walking down the aisle again THEY SAY LOVE IS SWEETER the second time around. What they don’t tell you is that it can also be a lot…
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The Best Time To Buy Anything
Whether you’re in the market for a computer, car or a cruise, there are definitely times of the year when better deals are to be had. Particularly if you’re planning on making…
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Investing For Retirement
By Mitch Tuchman – www.marketwatch.com J.P. Morgan CEO James Dimon, a man known for tough-talking swagger and massive Wall Street deals, recently told reporters anxious for news exactly what they didn’t expect to hear: Everything is…
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Have You Done Your Yearly Medicare Plan Review?
Medicare Open Enrollment is from October 15– December 7 Medicare is stronger than ever with better choices and lower costs to you. Expanded Medicare benefits under the Affordable Care Act continue to be available—things like free…
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Traveling Abroad In Retirement – Medicare
Medicare May Not Be There For You Many people look forward to exploring the world once they retire. But who would have guessed that travel can also be a game changer when…
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Why The Last Check You Write Before You Die Should Bounce
By Stan Haithcock I have an outside-the-box goal proposition for all of you retirees, pre-retirees, baby boomers, and investment mavens out there. Plan for the last check you write to bounce. As…