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Understanding HENRYs: High Earners, Not Rich Yet In today’s world, a high salary doesn’t necessarily equate to a life of luxury. According to PYMNTS data, over a third of high earners live paycheck to paycheck after covering their bills. This…
Managing Student Loan Debt in Retirement: A Comprehensive Guide Student loan debt is often perceived as a challenge primarily faced by younger generations. However, a growing number of adults nearing retirement are also grappling with this financial burden. According to…
Reflecting on Your Financial Health: Six Key Questions to Ask Yourself Taking a moment to really reflect on your full financial picture can give you newfound insight into how well you’re managing money now. Plus, it can inspire you and…
What to Do If Your 401(k) Is Losing Money: A Comprehensive Guide Investing in a 401(k) plan is a crucial step towards securing your financial future. However, market volatility can sometimes lead to a decrease in your 401(k) balance, causing…
Understanding Longevity Insurance: A Comprehensive Guide Retirees often worry about outliving their savings, and one potential solution to this concern is longevity insurance. This type of insurance is a deferred income annuity that operates almost the opposite of life insurance.…
Managing Home Ownership Costs in Retirement Staying in your home after retirement is a comfortable choice, but increasingly, it isn’t necessarily affordable. A growing number of retirees spend more than 30% of their incomes on housing, with 41% still carrying…
Using Life Insurance to Fund Your Retirement: A Comprehensive Guide Life insurance is often seen as a safety net for your family, providing them with financial support in the event of your passing. However, certain types of life insurance policies…
Understanding the Social Security Bridge: A Comprehensive Guide Waiting to collect Social Security can significantly increase your monthly benefit payments. However, according to the 2023 Schroders U.S. Retirement Survey, only 10% of non-retirees plan to wait until 70 to maximize…
Essential Financial Planning Tips for Seniors Retirement is a significant milestone that brings about a new phase of life, filled with opportunities and challenges. As you transition into this stage, it’s crucial to have a robust financial plan to ensure…
