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Living in Retirement

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    Ready to Retire? Refine Your Financial Goals

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    Outline your financial goals in your 50s and 60s

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Nearing Retirement: Portfolio and Risk Management

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Determine the asset allocation that works for you today

Now that you’re nearing retirement, keep up your momentum and reduce your investment risk with these strategies. Read More

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What to think about in your final working years when retiring in a volatile Market

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Concerned about market instability and low interest rates? Take these 6 steps to help secure your financial future Read More

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Sticking to a Budget on a Fixed Income

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How to Establish Spending Goals During Retirement

By planning ahead and sticking to a budget plan, you will more than just weather retirement financially—you'll also enjoy it. Read More

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Consider property taxes when deciding where to retire. For retired homeowners, these are probably their biggest tax burdens and can vary greatly state-to-state. Louisiana's mean property tax ran $243 in fiscal year 2009. But in New Jersey the mean was $6,579. New Hampshire has no income or state sales tax, but property taxes can run high.