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  • Trends

    The Truth About Social Security’s Financial Health

    As we approach another election year, the future of Social Security becomes a hot topic of debate. Understand the challenges and potential solutions to ensure future retirees receive their benefits.

    May 27, 2025
  • Trends

    An Olympic Guide to Market Opportunities

    Inspired by the Paris Summer Olympics, Raymond James presents a creative approach to market analysis, comparing economic trends to Olympic events. From surfing the economic waves to navigating bond market dynamics and climbing the equity wall, the article offers unique insights into diverse investment opportunities.

    May 27, 2025
  • Trends

    Reevaluating Retirement Readiness Amid Financial Insecurity

    Amid growing concerns about financial security in retirement, a survey shows that 70% of employees doubt their ability to afford a comfortable retirement. This widespread anxiety underscores the inadequacy of current retirement savings plans.

    May 27, 2025
  • Financial Education

    Family Finances – Learning to Discuss What Matters

    Understanding the best ways to handle unexpected tax bills is essential for safeguarding your financial well-being and ensuring you don't derail your long-term goals.

    May 27, 2025
  • Trends

    Mid-Year Market & Investing Analysis

    In the latest market commentary from Raymond James, a surprisingly resilient economy in 2024 defies earlier recession forecasts.

    May 27, 2025
  • Trends

    Strategic Changes in Retirement Planning Post-Chevron

    The Supreme Court's reversal of the Chevron Doctrine significantly shifts the regulatory landscape for retirement plans, making compliance more complex. Financial advisors and plan sponsors must now adopt a proactive approach to navigate these changes and ensure the stability of retirement plan offerings.

    May 27, 2025
  • Trends

    Rethinking Retirement – Is Saving Until 95 Really Necessary?

    Is it necessary to plan financially for living up to age 95? HealthView Services' recent white paper challenges this common guideline, emphasizing personalized retirement strategies.

    May 27, 2025
  • Trends

    Top U.S. Retirement Destinations 2024

    Retirees across the U.S. are moving to cities and states that better align with their vision of retirement. Recent data highlights significant migration trends, with cities like Mesa, AZ, and states like Florida being top destinations...

    May 27, 2025
  • Financial Education

    Can I Make Contributions to an HSA Account After Enrolling in Medicare?

    Discover the essential rules about HSA contributions after enrolling in Medicare and how it impacts your retirement planning. Stay informed to maximize your savings and avoid tax penalties.

    May 27, 2025
  • Financial Planning

    Effective Ways to Manage Surprise Tax Bills and Protect Your Financial Plan

    Understanding the best ways to handle unexpected tax bills is essential for safeguarding your financial well-being and ensuring you don't derail your long-term goals.

    May 27, 2025
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