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BAM Intelligence

Income Planning and IRMAA in Retirement

Health care will likely be one of your biggest expenses in retirement, so it’s worth unpacking some Medicare basics and exploring ways to cost-effectively navigate coverage options, IRMAA, and income planning decisions. Read more

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Retirees Need a Life Plan, Not Just a Financial One

David Nicklaus, of the St. Louis Post-Dispatch, reviews Larry Swedroe’s newest book “Your Complete Guide to a Successful and Secure Retirement” Read more

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The Four Horsemen of Your Portfolio

When it comes to secure retirement, today’s investors face some major hurdles. Larry Swedroe unpacks the threat, and offers some solutions to help improve financial outcomes. Read more

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Social Security, and Getting Your Fair Share, with Steve Weiss

Manisha Thakor brings Buckingham’s Steve Weiss on the MoneyZen Podcast to discuss some of the ins and outs of Social Security. Read more

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Ready, Set, Go: Carry Your Financial Life With One Hand

Here, there and everywhere: Not after you are done organizing your financial papers. Read more

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