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Retirement is the #1 financial worry. Everyone wants to know “Do I have enough? How much do I need?” We help you optimally use your resources to generate retirement income and security.

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AS SEEN ON

Podcast: Scott Migliori — A Professional Investors Guide to Early Retirement

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Episode 42 of the NewRetirement podcast is an interview with Scott Migliori — the former Chief Investment Officer for U.S. Equities for Allianz Global Investors and a Chartered Financial Analyst. We discuss Scott’s decision to retire early at age 48, the investment landscape, and how he manages his money in a highly volatile market. Listen…

overlooked retirement costs

8 Retirement Costs Overlooked by a Majority of Americans

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Key retirement costs are being overlooked by the clear majority of Americans. (Probably not you though, especially if you are a NewRetirement Planner subscriber, but, keep reading to make sure.) According to a 2020 survey by the Employee Benefit Research Institute (EBRI), fewer than 4 in 10 Americans “have planned for emergency expenses or calculated…

alternatives to long term care insurance

10 Alternatives to Long Term Care Insurance

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Your need for long term care is unknown. What is known is that you do need a plan for funding it, just in case. However, many people rightly ask, “is long term care insurance worth it?” Luckily there are viable alternatives to long term care insurance. Healthy living will help you avoid long term care,…

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