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Contact: Brian East, CFP®Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Determine whether you should consider refinancing your mortgage.
How much would your monthly lease payment be?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
How Long Will It Take to Pay my Balance?