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Without a comprehensive tax strategy in place, many retirees may pay three times more in taxes than they need to. Avoid that by “filling” your tax bracket. Here’s how.
See More On: Tax Planning | Financial Planning | IRAs
If you’re a financial news junkie, realize that keeping a close eye on the daily headlines could steer you wrong over the long term if you’re not prudent.
See More On: Investor Psychology | Markets | Stocks & Bonds
An experienced adviser will help you prepare your mind as well as your portfolio with some supportive hand-holding.
See More On: Saving for Retirement | Financial Planning | Making Your Money Last
It’s time to check in with the grand plans you made on Jan. 1. If you haven’t made any progress toward your goals, here are some baby steps to get you back in gear.
See More On: Healthy Living on a Budget | Financial Planning | Making Your Money Last
You’ve climbed the saving mountain, but the danger is just beginning. Here’s how to trek to long-term income security.
See More On: Making Your Money Last | Financial Planning | Saving for Retirement
Although there isn’t an early warning system for stock market corrections, there are factors that can tip us off to trouble. We’re seeing some of them right now.
See More On: Making Your Money Last | Financial Planning | Markets
It might seem like a good way to make payments manageable, but you could be making some major trade-offs that could cost you (or your co-signer — thanks, Mom and Dad) big bucks down the road.
See More On: Student Loans | Getting Out of Debt | Loans
Micro-breweries are hot right now, but identifying a trend is only one part of the process of picking a stock to buy.
See More On: Stocks & Bonds | Markets | Saving for Retirement
If you haven’t signed up for your workplace retirement savings plan, here’s what you’re missing.
See More On: 401(k)s | Financial Planning | Making Your Money Last
Without careful planning, your hard-earned nest egg could be lost to these common pitfalls.
See More On: Saving for Retirement | Financial Planning | Long-Term Care Insurance
Investors can serve their conscience and their retirement portfolios with funds that fit their core values. But put them to the test first.
See More On: Mutual Funds | Investor Psychology
To make planning simple, divide your financial life into three parts: an emergency fund, your income sources and growth.
See More On: Financial Planning | Making Your Money Last | Saving for Retirement
Try these sources of income in retirement to help cover expenses from health care to spoiling your grandchildren.
Are you taking on more risk than you should in retirement?
See More On: Financial Planning | Making Your Money Last | Markets
If you’re getting notices from your financial professional about changes in how they operate, it may be because of the new Department of Labor fiduciary rule. Here’s what retirement savers should know.
See More On: Financial Planning | Family Finances | Saving for Retirement
If you’re worried about your financial future, having a plan (and a planner) that goes beyond just investments to cover aspects like Social Security and Medicare can help calm your fears.
See More On: Financial Planning | Making Your Money Last | Medicare
If you’re worried that stock records won’t last, the boost that dividend stocks provides over the long term could be a calming cushion.
See More On: Wealth Management | Dividends | Financial Planning