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Retirement Planning

191 posts
  • Retirement Planning

Asset Allocation for Retirees in 2026: Growth vs. Safety

retirement investment balance strategy
Just how can retirees balance growth and safety in their asset allocation for 2026? Discover strategies that could shape your financial future.
  • Lifevest Advisors Team
  • January 14, 2026
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  • Retirement Planning

Inherited IRAs and the 10-Year Rule: New RMD Realities

inherited ira 10 year rule
With the new 10-Year Rule for Inherited IRAs, what changes should you be aware of to avoid costly penalties? Discover the essential details now.
  • Lifevest Advisors Team
  • January 10, 2026
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  • Retirement Planning

Retirement Budgeting: From Saving to Spending Wisely

retirement financial planning tips
Learn how to navigate retirement budgeting effectively, ensuring your savings and spending align for a secure future, but what are the key strategies you need?
  • Anne
  • January 6, 2026
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  • Retirement Planning

Financial Planning for Widowhood: Securing Your Future

widowhood financial planning strategies
Get essential strategies for financial planning in widowhood to secure your future, and discover how to navigate this challenging transition effectively.
  • Anne
  • January 3, 2026
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  • Retirement Planning

New Year Retirement Checklist: Setting Financial Goals for 2026

retirement financial planning 2026
Harness the power of a New Year Retirement Checklist to set financial goals for 2026 and uncover the key steps to secure your future.
  • Anne
  • January 2, 2026
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  • Retirement Planning

Pension Lump Sum or Annuity? Deciding Your Best Payout Option

choosing pension payout options
Wondering whether to choose a pension lump sum or an annuity? Discover the key factors that could impact your financial future.
  • Anne
  • December 30, 2025
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  • Retirement Planning

Gifting to Grandchildren: Helping Family Without Hurting Retirement

grandchildren gifting retirement planning
Explore how to gift wisely to your grandchildren while ensuring your retirement remains secure, and discover the strategies that can make it possible.
  • Anne
  • December 27, 2025
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  • Retirement Planning

Working in Retirement: The Benefits of a Part-Time Job

retirement part time job benefits
Navigating retirement can be transformative; discover how a part-time job can enhance your life in ways you never imagined.
  • Anne
  • December 24, 2025
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  • Retirement Planning

Charitable Giving in Retirement: Donation Strategies & Taxes

retirement charitable donation strategies
Unlock the secrets to impactful charitable giving in retirement and discover how smart strategies can enhance your legacy while minimizing tax burdens.
  • Anne
  • December 21, 2025
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  • Retirement Planning

HSAs in Retirement: A Health Savings Safety Net

hsas for retirement savings
Unlock the potential of HSAs as a vital retirement tool; learn how to safeguard your future healthcare needs effectively.
  • Anne
  • December 18, 2025
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top dolby atmos soundbar picks
  • Vetted

15 Best Dolby Atmos Soundbars with Subwoofer and Rears in 2026

Jump into the ultimate home theater experience with the 15 best Dolby Atmos soundbars…
  • Lifevest Advisors Team
  • January 16, 2026
top 4k short throw projectors
  • Vetted

12 Best 4K Short Throw Projectors for Bright Rooms in 2026

Searching for the top 4K short throw projectors for bright rooms in 2026? Discover your…
  • Lifevest Advisors Team
  • January 15, 2026
top wide sit stand converters
  • Vetted

15 Best Sit-Stand Desk Converter Extra Wide for 2026

Discover the 15 best extra-wide sit-stand desk converters for 2026 that combine…
  • Lifevest Advisors Team
  • January 15, 2026
top water filtration systems
  • Vetted

15 Best Whole-House Water Filtration and Softener Combos in 2026

Loving clean, soft water starts with the best whole-house filtration and softener…
  • Lifevest Advisors Team
  • January 15, 2026
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