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Should I Take the Lump Sum? An Article For PSERS Employees

When handled correctly, the monthly income and lump sum pension benefits can be a powerful combination to protect the long-term financial...

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Retiring in PA vs. FL vs. SC

This article compares retiring in Pennsylvania with other popular retirement destinations for Pennsylvanians: Florida and South Carolina....

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Where Can I Find a TSP Advisor?

Step 1 to Find a TSP Advisor: Narrow your search exclusively to financial advisors who act as fiduciaries at all times. This is a critica...

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How to Minimize or Avoid Pennsylvania Inheritance Tax

How do you minimize or avoid Pennsylvania inheritance tax? There are practical ways to minimize or avoid PA inheritance tax while maintai...

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Saving Money on Healthcare Before 65: The Premium Tax Credit

If you're thinking about retiring before age 65, how will you get healthcare prior to reaching Medicare eligibility? How much will this h...

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Retirement Income Planning in Pennsylvania

Retirement Income Planning in Pennsylvania is simpler than in many other states because PA does not tax retirement income sources such as...

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Time to Retire? Rolek Retirement Planning Survey Results

Time to retire? When should I retire? Can I retire yet? We asked 10 questions about retirement planning preparation to readers of our boo...

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What is the Best Medicare Supplement Plan in Pennsylvania?

What is the best Medicare Supplement Plan in PA? This article discusses why enrolling in a Medicare Supplement Plan is important, when to...

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How Do Presidential Election Outcomes Impact Stock Market Returns?

Clients have started occasionally asking if changes should be made to their investment allocation in anticipation of the upcoming electio...

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Does PA Tax Retirement Income?

Does Pennsylvania tax retirement income? Is social security income taxable in PA? Are pensions taxable in PA? Does Pennsylvania tax IRA a...

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Protecting Assets from Potential Future Long Term Care Costs in Pennsylvania

How do you protect assets from potential future long-term care and nursing home care costs? This article discusses several techniques to ...

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What is a Retirement Financial Advisor?

A retirement financial advisor, also sometimes referred to as a retirement planner, is an advisor who is specially equipped to provide re...