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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.
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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.
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Eight Things Medicare Doesn't Cover
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
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15 Social Security Tasks You Can Do Online
retirement Why visit a government office to get your Social Security business done? You can do much of that online.
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7 Reasons to Avoid a Self-Directed IRA
self directed IRA Self-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.
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How Much Umbrella Insurance Do I Need?
umbrella insurance Having too much liability insurance is better than having too little. Use our calculator to determine how much umbrella insurance is right for you.
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Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated.
Financial Planning -
Do You Need Life Insurance When You're Young?
Financial Planning Purchasing life insurance when you're young can save you thousands of dollars, while protecting those you may leave behind.
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How to Benefit from Rising Interest Rates
Financial Planning Savers will get the best rates from top-yielding savings and money market deposit accounts at online banks.
Financial Planning
