Financial Planning
Latest
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The Boots Rule of Retirement Tax PlanningRetirement Tax Here's how retirees can stop compounding tax leaks without large, expensive Roth conversions.
By Kate Schubel
Retirement Tax -
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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11 Costly Medicare Mistakes You Should Avoid MakingIf you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs.
By Donna LeValley
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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
