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Are You Afraid You Will Outlive Your Savings?

By Gary Foreman According to The Journal of Accountancy the biggest fear of retirees is outliving their money. And that was true for high net worth retirees, too. So we wanted to get some ideas on how to address this problem.

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In Retirement Why Your Outlook Matters

By Joe Casey Our head of HR once told an old story that’s always stuck with me. The story was about a traveler in ancient Rome who was walking up a steep hill where he encountered a group of workers scurrying about. I’m Busy, Man It was a very...

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Compound Interest for Baby Boomers

By Gary Foreman Using compound interest correctly can make your retirement finances more secure and safe. Use it incorrectly and you could find yourself working at a part-time job that you don’t like to avoid running out of money.

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Want to Discover a New Purpose in Retirement?

By Joe Casey On my mini-vacation, I read two books – one fiction and one non-fiction. To my surprise, I encountered the same quotation in both books: “The three components of happiness are something to do, someone to love and something to look forward to.” The universe was trying...

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Selling Your Home in Retirement? 5 Tips To Boost It’s Value

If you’re planning on selling your home in retirement – or even just wanting to increase your home’s value – here are five tips from to help you decide what areas to invest in to get the maximum return on your time and financial investment.

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6 Facts Baby Boomers Need to Know About Credit

By Gary Foreman From their first gas credit card after high school graduation to a financial world filled with rewards cards and penalty rates, baby boomers have seen the use of credit change dramatically in their lifetimes. And now they wonder how all these changes will affect them as...

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