Latest articles by Stefan Greenberg, CFP®, CFS, CLTC
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Five Things You Must Do to Retire With Confidence
Making sure you won't run out of money once you retire starts with taking these simple but important steps.
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10 Good Reasons to Revisit Your Will
Life changes often, so taking a good look at your will every three to five years can ensure everything from beneficiaries to changes in the law are up to date.
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How Tax Diversification Can Increase Your Retirement Income
Just as you allocate your invested assets, you can also diversify with taxable, tax-free and tax-deferred accounts.
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Single-Premium Insurance: A Different Way to Pay for Coverage
Single-premium programs enable you to pay future annual premiums on an existing or new policy by purchasing a single-premium immediate annuity (SPIA).
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Stressing About RMDs? Two Ways to Reduce or Even Eliminate Them
If looming taxes on required minimum distributions (RMDs) are keeping you awake at night, consider transferring money to a QLAC or converting to a Roth IRA.
