Financial Planning
Latest
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How Much Umbrella Insurance Do I Need?
umbrella insurance Use our calculator to determine how much umbrella insurance is right for you.
By Rachael Green
umbrella insurance -
Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
retirement -
The Roth IRA Advantage: 10 Things Every Saver Needs to Understand
Financial Planning A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can withdraw the money tax-free.
By Jackie Stewart
Financial Planning -
QCD Limit, Rules and How to Lower Your 2026 Taxable Income
Tax Breaks A QCD can reduce your tax bill in retirement while meeting charitable giving goals. Here’s how.
By Kate Schubel
Tax Breaks -
Nine Things You’ll Spend More on in Retirement
retirement 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 -
11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs.
By Donna LeValley
Medicare -
Eight Things Medicare Doesn't Cover
Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley
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10 Retirement Tax Plan Moves to Make Before December 31
Retirement Taxes Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
By Kate Schubel
Retirement Taxes -
When to Hire a Tax Pro: The Age Most Americans Switch to a CPA
Tax Tips Taxpayers may outsource their financial stress by a specific age. Find out when you should hire a tax preparer.
By Kate Schubel
Tax Tips
