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Retirees have questions for financial advisers. Here’s what they want to know.
Roughly a third want advice for what to do with the money in their former workplace plan, while nearly 3 in 10 want a withdrawal strategy that turns savings into retirement income. Others seek help with taxes, long-term care planning, debt reduction, or estate planning.
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How multigenerational living helped one young family weather job loss and illness
For one millennial and her young family, moving into her parents’ home was supposed to be temporary — but the arrangement brought financial stability and stronger family ties.
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Just Because You’re Over 50 Doesn’t Mean You Have To Invest In Bonds
There’s no universal rule that investors in their 50s should start investing in bonds—asset allocation should be driven by an individualized financial plan.
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Is FIRE Still Realistic?
The modern FIRE movement may be less about quitting work and retiring, and more about buying back your time.
