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6 January COLA Realities Every Retiree Should Know

Image Source: Shutterstock Each January, Social Security beneficiaries receive a cost-of-living adjustment (COLA) designed to offset inflation. The adjustment is…

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High Winter Heating Costs Are Forcing Older Adults To Rework Their Budgets

Image Source: Shutterstock   Heating costs are rising again this winter, driven by volatile energy markets, inflation, and regional demand.…

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7 Tax Reporting Changes Hitting Seniors Who Do Gig Work in January

Image Source: Shutterstock Gig work has become an important source of supplemental income for retirees. Driving for rideshare companies, freelancing…

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Federal Retirement Program Tweaks Are Taking Effect After the Holiday Season

Image Source: Shutterstock Federal retirement programs—including Social Security, Medicare, pensions, and Thrift Savings Plan (TSP) accounts—are undergoing routine updates at…

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GRRRRRRRRRR…

GRRRRRRRRRR… Written by Barbara Huson Nothing gets in the way of financial success more than repressed anger. In my experience,…

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Snapshot of Your Average Multi-Millionaire

If you find value in these articles, please share them with your inner circle and encourage them to Sign Up for…

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Not All Income Is Created Equal

Image source: richhabits.net One of the common characteristics of self-made millionaires is that they generate income from multiple sources. In…

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6 Long-Term Care Rate Increases Hidden in Winter Renewal Contracts

Image Source: Shutterstock Winter is a critical season for long-term care insurance renewals. Many retirees receive updated contracts at the…

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10 Retirement Account Deadlines That Require Immediate Winter Attention

Image Source: Shutterstock Retirement accounts are governed by strict deadlines that often fall in the winter months. These deadlines affect…

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12 Estate Planning Mistakes Families Discover Too Late in January

Image Source: Shutterstock January is a month when families begin reviewing finances, taxes, and legal documents. It is also when…

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