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EagleStone Tax & Wealth Newsletter – October 2024

Download PDF version. About 90% of retirees say they rely on Social Security, approximately the same as the percentage of workers who expect Social Security to help them meet their retirement income needs. Similarly, about 60% of workers expect a traditional pension...

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EagleStone Tax & Wealth Newsletter – September 2024

Download PDF version. Empty-nest baby boomers owned twice as many large homes (with three bedrooms or more) as young families with kids in 2022. Careerwise, many boomers benefited financially from the 90s economic boom and/or bought their first homes when it was much...

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