Financial Planning
Latest
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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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What to Do When You're the Executor of an EstateThere are many steps you have to take if you're named the executor of an estate, and each estate is different, but there are some basic steps to follow.
By Sandra Block
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How Much Umbrella Insurance Do I Need?Use our calculator to determine how much umbrella insurance is right for you.
By Rachael Green
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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
