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  • Social Security tips for singles

    Not married? Here are strategies to help you maximize your Social Security benefits. Key takeaways ✔ The longer you delay Social Security, the higher your monthly benefits. ✔ Divorced: Your benefit can be based on your ex-spouse’s ...

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    Americans are spending more money after they retire

    Most people expect to spend less money after they retire. But that might not be the case -- at least not at first. Spending rose for more than half of taxpayers during the first three years after claiming Social Security, according to a ...

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    There’s no better time than today to develop your retirement plan and consider options that may be suitable for your future. Fixed indexed annuities (FIAs) can offer lifetime income and provide peace of mind when looking for ways to protect your ...

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    How to Find Serenity Despite Retirement Uncertainty

    “How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial ...

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    Putting Strings on What You Leave Your Children

    How to protect beneficiaries from themselves. Billionaire Warren Buffett was famously quoted as saying that when it came to leaving your children money, the sweet spot is “enough money so that they would feel they could do anything, but not so ...

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    3 SIMPLE WAYS TO SAVE FOR RETIREMENT

    Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save ...

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    DEVISING A SUMMER SAVINGS PLAN

    Summer is here and that calls for some down time relaxing with family and friends. Whether you plan on spending your summer days in the sun or binge-watching your favorite television series, developing a summer savings plan will help you enjoy your ...

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    How to Find Serenity Despite Retirement Uncertainty

    “How can I feel fine?” That’s what Julie Elman, from Ohio, wants to know. Julie is 57, retirementis right around the corner, and she’s worried. Despite doing “all the right things,” whenever she spends time reviewing her financial ...

    Read more

    INFLATION WATCH - 2017

    INFLATION WATCH - May 2017 The I.I.I. Inflation Watch spreadsheet contains the latest data from the U.S. Department of Labor’s Bureau of Labor Statistics (BLS). Both current and expected near-term general inflation continue to be low by historical...

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    DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE?

    DO YOU LOSE THE BALANCE OF AN ANNUITY IF YOU DIE? One common misconception about annuities is that you lose the balance of the annuity if you die. In the case of  Fixed Indexed Annuities (FIAs), the money remaining in your annuity can pass to one ...

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