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Weekend Reading: Consider the Source – How to Cut Your Tax Bill

A primary part of navigating the complicated process of tax planning includes not only considering the source of your income, but also understanding how it can affect the dues you owe Uncle Sam.

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Weekend Reading: Getting Comfortable Delaying Social Security with Six-Month 'Reversible' Delays

Your decision regarding whether or not to delay Social Security benefits might come with a feeling of finality, but rest assured, that’s not the case.

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Weekend Reading: Sandwich Generation: How Do You Decide Whose Needs Come First?

Whether it’s financial, physical or emotional support, you might be trying to provide care to two generations at once, which can put prioritizing your needs (financial or otherwise) on the back-burner. How do you decide who comes first?

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Weekend Reading: What Does Passing on Values to the Next Generation Really Look Like?

Values ultimately lend a hand in the legacy you leave behind, which might make the question of how to pass them on to your children or grandchildren seem daunting.

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Weekend Reading: The Secret is Out on 7.12% Inflation-Protected Bonds

If you haven’t heard, now might be the time to turn your attention to Series I Bonds (I Bonds).

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Weekend Reading: Avoiding the Social Security Tax Torpedo

While tax planning for the greatest long-term efficiency in retirement, be wary of increasing taxable income. Upon doing so, there are two major situations you could find yourself in, both of which are discussed by past Retire With Purpose podcast guest, Wade Pfau, here.

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Weekend Reading: How Reliable is Inflation Data for Investors Heading into 2022?

If you’re still feeling uneasy about inflation, you’re not alone. Prices everywhere are continuing to rise, and it might seem as though there’s no end in sight. When will we see relief?

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Weekend Reading: The Highest Medical Costs to Expect in Retirement

When it comes to healthcare expenses in retirement, there are those you can somewhat-accurately factor into your budget (such as insurance premiums), and those that are unexpected (such as a medical emergencies or illness).

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Weekend Reading: An Actuarial Process for Better Decisions in Retirement

This article hones in on utilizing actuarial methodology when it comes to determining how much you can afford to spend in retirement – specifically, through the floor-and-upside approach.

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Weekend Reading: Five Ways Social Security Will be Changing in 2022

What’s next for Social Security? Here, you’ll find a sum-up of how your benefits could be impacted in the coming year.

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Weekend Reading: The Biden Tax Plan: How the Build Better Act Could Affect Your Tax Bill

All eyes are on the Build Better Act as it works its way through Congress. While nothing has been set in stone yet, it’s important to consider how the tax implications of this bill might affect your retirement plan in the event they make it through the legislative process.

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Weekend Reading: Why Making Retirement (Or Other Financial) Decisions Based on Happiness Studies May Not Be a Good Idea

My favorite blog takes a look at how we should all take the data produced from "happiness" studies with a grain of salt, especially if you’re letting them help determine important life decisions.