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4 Tips for Staying Invested in a Down Market
Are you a retiree living on income from your portfolio? Hear from this financial planner on ways to overcome common worries during turbulent times.
Ask the Hammer: Should I Keep My Assets in My Former Employer's 401(k) Plan?
Should you keep your assets in your former employer's 401(k)? Here's when it makes sense.
Why Businesses Should be Treated as Investments
Are you a business owner? Here's what you can do to correctly evaluate the value of your company.
Inflation Reduction Act: Medicare Drug Price Reforms Kick Off In 2023
President Biden signs the Inflation Reduction Act - how will that impact your retirement planning?
Ask Bob: Can I Claim A Spousal Social Security Benefits Then Switch to My Own Benefit?
Do you qualify for a dual benefit? Our expert explains the impact of claiming a spousal benefit early versus claiming your own benefit at full retirement age.
How to Achieve Your Retirement Plan
Everyone’s retirement plan and circumstances are different, but in essence, it's all the same math problem – you have money coming in, and you have money going out. Here's how to create a balance.
Ask the Hammer: Is My Spouse My Primary Beneficiary by Default for My 401(k)?
Questions about primary beneficiaries and spousal waivers, answered.
Should You Ditch Your Long-Term Care Insurance?
Is long-term care insurance the right choice for you? Our expert looks at the pros and cons.
Weekly Round Up - Aug 7 - 13
Take a look at the latest financial news brought to you by Retirement Daily.
Medicare Members Win Big Victories in Landmark Bill
Climate change and environmental investments, insulin prescription price caps, allowing Medicare to negotiate drug prices with pharmaceutical companies, and more.
Ask the Hammer: What is a SLAT?
Spousal lifetime access trusts (SLAT) explained, and how they can be a tool in your retirement plan.
Medicare Upgrades On Tap For Retirees As House Takes Up Massive Inflation Act
Lower health-care costs for American seniors would become closer to reality on Friday if the House, as expected, passes the Inflation Reduction Act of 2022.
It's All About the Income, Chapter 3: Getting Risk Right
There are two financial phases of life: the accumulation phase and the distribution phase. How do you manage each phase?
Estate Planning and Inflation: How to Protect Your Assets
Strong retirement and estate plans always consider times of adversity. Here are tips for estate planning amidst inflation.
5 Ways To Prepare For Your Adult Dependent's Life Without You
A guide to create a secure future for adult dependents.
Upon Death Do You Part: Social Security Survivors Benefits
People often worry about their money when their spouse dies. Social Security benefits can lessen their worries.
Tax-Loss Harvesting and Health Insurance Premiums
Want to reduce your health insurance premiums? Tax-loss harvesting may be the key!
