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The Chart Room

Plan for Long-Term Care

Is long-term care (LTC) insurance a good investment? Writing for AARP The Magazine, Suze Orman looks at the pros and cons of obtaining LTC Insurance.

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Do We Face a Retirement Crisis?

Writing for Advisor Perspectives, Joe Tomlinson looks at the current state of retirement spending. What are the trends? What spending and saving habits are considered in retirement planning?

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How Do Expenses Change in Retirement?

Morningstar contributor Christine Benz takes a look at spending trends of retirees in this recent article. In the article she looks at how individuals can determine when they are ready to retire – what she defines as retirement readiness.

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Some Women Attain an Enviable Status: 401(k) Millionaire

Writing for the New York Times, Tara Siegel Bernard looks at the rise of women 401k millionaires. The articles looks at recent trends that explain the success of more women reaching this financial goal.

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You’ll Probably Live to Be 100. Here’s How You Need to Prepare For It

On average, we are living longer, healthier lives. Can our financial resources keep pace? Peter Vanham of the World Economic Forum reviews a recent study into this topic published by Lynda Gratton and Andrew Scott of the London Business School.

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Patience Is the Secret to Wealth and Health, Economists Suggest in a New Study

According to Adam Creighton of the Wall Street Journal, patience may be the key to staying healthy, wealthy and wise.

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Why the Fed Raised Interest Rates—and What it Means for You

Money Magazine details how the rate increase will impact Bond Investors, Savers and Borrowers in this article.

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Unless You Are Spock, Irrelevant Things Matter in Economic Behavior

Richard Thaler of the University of Chicago’s Booth School of Business explores behavioral economics in this recent article published by the New York Times. In particular, he looks at retirement savings and how behavioral economics can be used to encourage people to save more.

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New Math for Retirees and the 4% Withdrawal Rule

Writing for the New York Times, Tara Siegel Bernard provide us with the history of the 4% retirement spending rule, how it came to be, and its relevance today.

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A Prudent Plan for Retirement Withdrawals

In this Morningstar video, financial planner, Michael Kitces, offers some guidance on how to be prudent and flexible with your retirement spending. His advice, create a withdrawal policy statement to help you stay on target.
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