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9 Retirement Investment Mistakes Quietly Costing Retirees in 2026
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9 Retirement Investment Mistakes Quietly Costing Retirees in 2026 Madison Partners Most “retirement mistakes” lists feel recycled. Don’t time the market. Don’t panic. Stay diversified. You already know. This isn’t that list. The market in May 2026 looks nothing like the market in 2022, and a handful of errors that didn’t matter much three years…
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Should You Claim Social Security Early to Beat the 2032 Cuts?
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Should You Claim Social Security Early to Beat the 2032 Cuts? The headlines say the trust fund runs dry by 2032. Your brother-in-law says file tomorrow. Before you lock in a permanent reduction, here’s how to actually think through the math. 9 Minute Read The Social Security insolvency story has moved from a long-range fiscal…
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The AI Bubble Mistake That Could Wreck Your Retirement Portfolio
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The AI Bubble Mistake That Could Wreck Your Retirement Portfolio The most dangerous sentence in retirement investing right now is “I just own index funds, so I’m diversified.” Here’s what your S&P 500 fund actually holds, and how to find out whether you’re one earnings miss away from a haircut you didn’t budget for. 9…
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7 Moves to Make Before the AI Bubble Tests Your Portfolio
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7 Moves to Make Before the AI Bubble Tests Your Portfolio Open your 401(k) statement. Scroll to the holdings page. If you’re like most pre-retirees with a “diversified” S&P 500 fund, somewhere between 30% and 40% of your money is sitting in roughly ten companies, most of them tied to one story: artificial intelligence. That’s…
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What the “Retirement Risk Zone” Actually Looks Like in 2026
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What the “Retirement Risk Zone” Actually Looks Like in 2026 Two retirees with the same $2M portfolio and the same 5% average annual return can end up hundreds of thousands of dollars apart. Here’s why sequence of returns risk for retirement in 2026 deserves your attention this quarter, and the four moves that actually help.…
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Avoiding Retirement Regrets: Red Flags When Interviewing a Financial Advisor
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Avoiding Retirement Regrets Red Flags When Interviewing a Financial Advisor The advisor you pick in your 50s will quietly shape the next 30 years of your life. Here are the financial advisor red flags that signal you’re about to hire the wrong one, and the questions that separate a real planner from a polished salesperson.…
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Retiring in the ‘Peak 65’ Wave: Why Timing Makes Your Advisor Choice More Important Than Ever
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Retiring in the ‘Peak 65’ Wave Why Timing Makes Your Advisor Choice More Important Than Ever A record 11,400 Americans are turning 65 every day in 2025. That surge is putting your rollover in the crosshairs of an industry eager to win it, which is exactly why choosing a Peak 65 retirement advisor deserves more…
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From Paycheck to Portfolio Paycheck: How to Choose a Retirement Income Advisor Who Specializes in Decumulation
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From Paycheck to Portfolio Paycheck How to Choose a Retirement Income Advisor Who Specializes in Decumulation Most financial advisors are trained to grow money, not to spend it down. If you’re five to ten years from retirement, that distinction matters more than anything else on their business card. 9 Minute Read The skills that got…
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Is Your Next Advisor a Person, a Robo-Advisor, or a Team?
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Is Your Next Advisor a Person, a Robo-Advisor, or a Team? Which Is Right? The line between human advice and software has blurred. Here’s how the human advisor vs robo-advisor decision actually breaks down in 2026, and the questions near-retirees should be asking before they hand over a dollar. 9 Min Read A decade ago,…
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Holistic vs Investment – Only Advisors: Which Type Do Near-Retirees Actually Need?
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Holistic vs Investment – Only Advisors Which Type Do Near-Retirees Actually Need? As retirement gets closer, the stakes on every financial decision go up fast. Here’s how to figure out whether you need someone managing your portfolio or someone managing the whole picture, and how to tell whether a firm truly delivers the latter or…
Retirement & Longevity Planning
