Meeting with friends for lunch this week, I had the pleasure of hearing them reflect on their lives, their marriage, their children (and grandchildren), their work (nearing retirement), and their financial situation (which is likely better than they’d ever imagined). Theirs was not a superficial, passing gratitude that was expressed,…
The holidays are here. For many families, holiday dinners are the only time when multiple…
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Taxes & Retirement
This article explains the factors to consider before you file for Social Security benefits. A…
