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Mark Tannenbaum, LUTFC, CLTC

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Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Whole life insurance: part of a tax diversification strategy

Whole life insurance: part of a tax diversification strategy

This is the best and simplest strategy that can make your retirement go a long way.

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

 

Have you taken these key estate planning steps?

Estate planning is something people tend to put off. Learn what you need to start early and build financial confidence.

How to get your finances ready for retirement

To live the retirement you want you need to plan ahead. Taking these steps may help.

How can I be a confident spender in retirement?

Learn more about key strategies for spending confidently in retirement.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Is it too late to plan for retirement?

These financial strategies can get you on track even if it feels too late to plan for retirement.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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