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Financial Security

Discover insights and resources related to this topic.

As you approach retirement, it’s time to focus on your financial game plan and make sure you’re maximizing your tax advantages –– especially if you’re expecting a large payout. Every...

Deciding when and how to claim Social Security benefits is a significant financial decision that can greatly impact your retirement income. Utilizing the right social security strategy can help you...

Healthcare costs are a major concern for retirees, particularly for those on fixed incomes. As a member of the Florida Retirement System (FRS), understanding your healthcare options in retirement is...

Retirement marks a significant shift from earning a paycheck to relying on your savings and investments for income. Creating a reliable retirement paycheck from your portfolio requires a strategic blend...

On August 31, 2021 Social Security’s trustees issued a somber annual report that warned of the pending depletion of reserves. The current projection is that the trust fund backing retirement...

A 2016 Vanguard Study estimated that the value an advisor can provide their clients is “about 3%” on an annual basis through a combination of portfolio construction, wealth management and...

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