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Additional Articles
When Retroactive Social Security Benefits Make Sense: Key Scenarios
Learn when it might make sense to take retroactive Social Security benefits, including scenarios like covering medical expenses, paying off debt, and financial planning for unexpected hardships. Explore key factors such as survivor benefits and long-term financial flexibility.
The Impact of Elections on the Markets and Tax Policy
As we approach the 2024 presidential election, some may wonder about its potential impact on their finances. While elections are undoubtedly important, we’ve done some homework and come to the following conclusion: you may care passionately about who wins, but your investment portfolio probably doesn’t.
Don’t Be A Victim Of The Retirement Crisis
The Retirement Crisis: Why Your Proactive Planning Matters