Latest
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Retirement Planning: One Size Doesn’t Fit All
For the most important financial decision of your life, you need a plan that’s tailored especially for you, rather than simply following rules of thumb.
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The Divorce Gap: Unique Retirement Issues for Women Over 50
The shocking loss of income and retirement savings that disproportionately affect divorced women is a big challenge – especially for those over 50.
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4 Steps for Managing Income Withdrawals in Retirement
Investing for Income How Roth IRA conversions can help you minimize your taxes in retirement, extending the life of your savings.
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Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
Charity A qualified charitable distribution, or QCD, might be the answer for you – but watch those rules.
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I’ve Inherited a Lot of Money. Now What?
estate planning First, put all major decisions on hold. A financial planner can help you come up with a plan that addresses your goals, dreams and needs.
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5 Ways Charitable Giving Can Star in Your Financial Strategy
personal finance Helping others is great, and helping yourself is always good as well, so why not do both at the same time? Integrate these five strategies into your financial plan, and you can.
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Cryptocurrency: Stay In? Get Out? How to Decide?
cryptocurrency The whims of the cryptocurrency market are exposing some investors in uncomfortable ways. To avoid being caught in a compromising position, investors should follow these three sensible steps.
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Looking for the Best Rate on a Fixed Annuity? Shopping Around Really Pays Off
annuities Some annuities pay significantly more than others, so doing your research to compare rates and keeping key factors in mind can score you a much better deal.
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Social Security Is Pushing You to Work Longer – Can You Still Afford to Retire Early?
social security To get your full Social Security benefit, you may have to work longer than you’d like. If you really don’t want to wait to quit work and start taking benefits, you’ll need a plan that compensates for a smaller monthly check.
