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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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The Key To Saving More For Retirement: Using Your Imagination

Wherever you are on the continuum from now until your personal retirement then, consider using your imagination to help increase your motivation to save for the future. Read more

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Figuring Out if You Should Retire

Sure, having enough money is an important part of the retirement equation, but there’s much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step. Read more

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Preparing Yourself for the ‘Retirement Apocalypse’

Larry Swedroe talks with Scarlet Fu on Bloomberg TV about the four issues investors nearing retirement are facing and the argument for passive vs. active management. Read more

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