This Week’s Must Read

Five Investment Tasks to Tackle by Year-End

Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether adjustments are needed to keep it on track. Now is a good time to take on these five year-end investment tasks. 1. Evaluate Your Investment …

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Long Term Care Insurance

Should You Buy Long-Term Care Insurance?

The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care insurance (LTCI) may be for you. Who needs it? As we age, the odds increase that we’ll need some form of long-term …

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Financial Planning Through Life's Stages

Working During Retirement

Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work during retirement? Obviously, if you work during retirement, you’ll be earning money and relying less on your retirement savings — leaving more to …

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Disney and Other Amusement Parks Have New Rules in the Coronavirus Era

From AARP.com Temperature checks, mask requirements and more Many amusement and theme parks in the United States that closed suddenly in March due to the pandemic have now opened — including biggies such as Disney’s four parks in Orlando, Florida. But across the board, new rules and changes are in effect, such as requiring face coverings unless you’re eating …

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Social Security Shocker: Pandemic to Reduce Benefits by 9% for Americans Turning 60 in 2020

From Kiplinger.com If you are turning 60 in 2020, the pandemic could do more than interrupt your party plans. It could also lower the amount you’ll receive when you file for Social Security. Social Security benefits are based on a worker’s 35 highest years of earnings, which are then indexed to the growth in average wages …

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IRS Clarifies COVID-19 Relief Measures for Retirement Savers

Retirees who took RMDs in 2020 have until August 31, 2020, to roll the money back into a qualified account. This rollover will not affect the one-rollover-per-year rule. The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed in March 2020 ushered in several measures designed to help IRA and retirement plan account holders cope …

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