Financial Planning
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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.
By Erin Bendig Last updated
umbrella insurance -
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.
By David Rodeck Last updated
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7 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.
By Donna LeValley Last updated
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
By Donna LeValley Last updated
Medicare -
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, and how long will that back door remain open?
By David Rodeck Last updated
Financial Planning -
Nine Things You’ll Spend More on in Retirement
retirement Travel 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 Last updated
retirement -
Annuities: 10 Things to Know
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
By Sandra Block Last updated
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Estate Planning Got You Down? Start With a Will
Financial Planning Estate planning may feel overwhelming. Start with a will and the rest will fall into place.
By Janet Bodnar Last updated
Financial Planning -
14 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.
By Bob Niedt Last updated
retirement