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"Retirement planning tools with graphs, calculator, and suitcase symbolizing financial security and senior lifestyle."

Is 60/40 Still a Thing?

08/19/2024

The 60/40 portfolio (60% equities, 40% bonds) has been a staple of investment strategy for...

social security please hold

Social Security, Please Hold

08/12/2024

Thank you for calling Social Security, Your Estimated Wait Time is… No matter what the...

Why does Retirement Feel Expensive

Why does Retirement Feel Expensive?

08/12/2024

Over the years, we've been exposed to countless presentations on how financial advisors model retirement...

The Ways and Means of What Will Become of Social Security

The Ways and Means of What Will Become of Social Security

08/05/2024

As headlines increasingly spotlight a potentially shaky future for Social Security, the irony becomes evident:...