Latest articles by Evan T. Beach, CFP®, AWMA®
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Three Options for Retirees With an Old (Forgotten) Annuity
Did you buy an annuity in the 2000s? If it’s been out of sight and out of mind since then, it's time to dust it off and start making it pay for your retirement.
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Three Positive Ways to Help Your Adult Children Financially
If you're lucky enough to have surplus wealth in retirement, but worry that giving it to your kids will spoil them, consider helping in these practical ways.
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Three Reasons Why Your Adviser Won't Talk Taxes
Financial advice and tax advice go hand in hand — or at least they should. But a lot of times, they don't. Here's why and what to watch out for.
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The Three Financial Questions Every Retiree Asks (or Should)
Unless you can answer these three important questions, you may be at risk for the biggest retirement worry there is: Running out of money.
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Find Out in Five Minutes if You Have Enough to Retire
It's a common question these days: Can I afford to retire? To calculate a ballpark answer, here's a quick and easy exercise.
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10 Inefficiencies I Look for on Rich Retirees' Tax Returns
Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning.
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Five Options for Retirees Who No Longer Need Life Insurance
If you're retired and you've checked with your financial planner that life insurance is no longer vital, here are five ways you can turn it to your advantage.
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Three Advantages of These Underrated Accounts for Retirees
Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs.
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Five Thoughts About the Election and Your Money From a Financial Planner
Here are some predictions, based on a lot of historical evidence, about what’s coming in relation to your money as we approach the election.
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Here's How to Find Your Way Out of the Inherited IRA Maze
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
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Is Medicare a Good Reason to Wait Until 65 to Retire?
The average retirement age is 62, but many people wait until Medicare starts at 65. Should health care be the key driver of your retirement date?
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Is There a Best Day of the Year to Retire?
Taking into consideration the time of the month and the time of the year can make a difference in your retirement income.
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Five Financial Changes That Happen When Your Spouse Dies
Some of these could catch surviving spouses by surprise, so it’s a good idea to know what to expect in case something happens.
