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‘Solo Ager’ Needs Help Handling Her Financial Affairs

‘Solo Ager’ Needs Help Handling Her Financial Affairs

With no spouse and no children, she's looking elsewhere for backup The Problem Elizabeth Spiegler, 68, a retired office manager in New York City, was thinking ahead. She wrote me wondering who could handle her financial affairs if someday she can't. Spiegler isn't...

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Happy Retirees Have These 7 Habits in Common

Happy Retirees Have These 7 Habits in Common

A long and fulfilling retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to finally quit the 9-to-5 grind. Retirement planning is all about numbers. It centers around one question: Do my...

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10 Things No One Tells You About Early Retirement

10 Things No One Tells You About Early Retirement

The reality of quitting work can be far different from the fantasy. Here's what you need to know Even if you love your job, there are times when you'd rather be alphabetizing the spice shelf than riding a packed train alongside hundreds of sniffling fellow commuters....

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Remarried With Children? 5 Estate Planning Mistakes to Avoid

Remarried With Children? 5 Estate Planning Mistakes to Avoid

Couples on their second marriages need to plan carefully for each other and their kids A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should...

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The Financial Penalty of Losing Your Spouse

Prepare for the monetary shock of widowhood When you lose your mate, you lose so much—your best friend, your equilibrium, your future together. And just when you’re at your lowest, it hits you: You could lose a lot of money, too. Your finances may crash in myriad ways...

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A Recession Survival Guide for Retirees

Economic downturns are inevitable. Here's how to protect your retirement nest egg Sooner or later, the economy will fall into a recession, because that’s the nature of the economy: Busts follow booms. For many retirees, the biggest challenge is the investment...

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Social Security Resource Center

Social Security retirement benefits are primarily based on two factors: your average income over your working life and your age when you claim them. You get to decide when to start collecting benefits, within an eight-year window from age 62 to age 70. The longer you...

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