Financial Planning
Latest
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How Benjamin Franklin's Simple Money Rules Could Help Lower Your 2026 TaxesIncome Tax Start your midyear tax planning with these simple, timeless money rules.
By Kate Schubel
Income Tax -
How 'Inner Wealth' Is Reshaping Women's Financial PlanningHigh-net-worth women are redefining financial freedom and aligning wealth with values — without sacrificing returns. Financial plans must evolve with them.
By Angie O’Leary
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How Today's Couples Can Bridge the Financial Planning GapModern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.
By Anthea Tjuanakis Cox
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Estate Planning Checklist: 13 Smart MovesFollow this estate planning checklist to hold on to more of your hard-earned money for both you (and your heirs).
By Janet Kidd Stewart
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7 Reasons to Avoid a Self-Directed IRA or SDIRASelf-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
By David Rodeck
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15 Social Security Tasks You Can Do Onlineretirement Why visit a government office to get your Social Security business done? You can do much of it online.
By Bob Niedt
retirement -
Get Free Credit Reports WeeklyCheck your credit report weekly for free as the three major credit bureaus made a pandemic-era initiative permanent.
By Lisa Gerstner
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Eight Things Medicare Doesn't CoverMedicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley
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9 Things You'll Spend More on in Retirementretirement Groceries and utilities are just two of the items that will put greater demands on your hard-earned savings once you reach your golden years.
By Bob Niedt
retirement
