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How do you know when it's time for a change and that you're prepared to leave your comfort zone for a new outlook on life? Ask yourself these four questions. I did. I took the leap and never looked back.
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Even the biggest stars with the best legal help available have made some major mistakes. Here's what the rest of us can learn about our own wills and estate plans from their famous troubles.
See More On: Estate Planning | Family Finances | Financial Planning
Putting your money in the right places and being smart about how you'll draw it down are the keys to defeating the top four retirement foes: taxes, inflation, stock downturns and legacy pitfalls.
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That's what it could feel like for some folks, and it could stop them from seeking retirement help. Financial advisers need to put themselves in their clients' shoes to appreciate the other side of the process.
See More On: Financial Planning | Family Finances | Making Your Money Last
To do the right thing for your kids, you need to do the right thing for yourself as well. While it's not easy, you can save. Here's how to start.
See More On: Saving for Retirement | Budgeting | Family Finances
Your risk tolerance can be boiled down into three words: capacity, attitude and need. Getting a grip on those concepts is the key to designing an appropriate portfolio for your retirement.
See More On: Saving for Retirement | Family Finances | Financial Planning
Required minimum distributions can be the bane of many IRA owners' existence. But there are a few creative ways to reduce your income tax burden, or that of your heirs.
See More On: Required Minimum Distributions (RMDs) | Estate Planning | Family Finances
Before you take a lump sum or lock in monthly payments, carefully consider the consequences for you, your spouse and your heirs. Once you make a move, there's no turning back.
See More On: Making Your Money Last | Annuities | Employee Benefits
Need a few safe topics to chat about while passing the turkey? Or would you rather stir things up a bit? Here are eight retirement planning trends I'm thankful for that are worth discussing this holiday.
See More On: Family Finances | 401(k)s | Saving for Retirement
Having substantial wealth certainly makes your finances more complicated, but it can also magnify already complex family relationships and dynamics.
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Calculating how much to save for a secure retirement has one major flaw: To do the math, you have to rely on averages. The problem? You aren’t average.
A "no" answer to any of these questions means you’d probably be better off with a little professional help.
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Even if you've saved every penny you need to retire, you're nowhere near being done preparing for retirement. Here are some critical issues other than saving that every potential retiree needs to address.
It's smart to budget for inflation. But if you're overly conservative, you may be setting yourself up for a less fun retirement or years longer working than necessary, because your retirement spending calculation may be wrong.
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Don't wait until you're ready to retire to figure out your best strategy for claiming Social Security benefits. Looking into options well in advance makes much more sense. And you may even discover you could retire early.
See More On: Social Security | Family Finances | Financial Planning
Investors who can keep their focus on the long term when others get distracted (and distressed) by short-term drama should see their patience rewarded down the road.
See More On: Investor Psychology | Financial Planning | Making Your Money Last
Some financial advisers are missing the boat when it comes to helping women with their money. Here are some ways they're coming up short, and some things female investors should expect from the professional they've hired.
See More On: Financial Planning | Family Finances | Investor Psychology