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When you retire early, the pressure is on, because you've got to make your money last for decades. And those coming into sudden money have the added high-stakes challenge of a steep financial learning curve.
See More On: Making Your Money Last | Wealth Management
Once you see what you could gain by stuffing your piggy bank now (and the potential riches you’re giving up by waiting), you'll see why there really is no time like the present.
See More On: Saving for Retirement | Making Your Money Last | Wealth Management
To help reduce your tax burden once you retire, and free up more money for expenses and fun, give income planning a try. Here are four ways to adjust your income and get a better grip on your tax bill.
See More On: Saving for Retirement | Budgeting | IRAs
Advice that worked in past decades may no longer serve today's retirees. Here's a look at what has changed over the years that you'll need to account for today.
See More On: Wealth Management | Making Your Money Last | Saving for Retirement
Tools like Riskalyze and Monte Carlo simulations can help ensure your portfolio meets your investment goals while still allowing you to get a good night's sleep.
See More On: Making Your Money Last | Financial Planning | Wealth Management
Between Oct. 15 and Dec. 7, Medicare participants can make changes to their plan(s). Here are a few reasons you may want to take advantage of this open enrollment period.
See More On: Medicare | Family Finances | Saving Money
No one likes paying taxes, especially once you've retired and are no longer earning a paycheck. So here are some steps to consider now that could pay off later.
See More On: Making Your Money Last | IRAs | Tax Planning
CEOs have some specific skills and habits that make them successful business leaders. The rest of us can take a few pages from their playbooks to make our retirement plans a success as well.
See More On: Wealth Management | Financial Planning
This type of saving method isn't nearly as well-known (or as popular) as regular contributions to a 401(k), but three types of people could benefit from giving it a try.
See More On: 401(k)s | IRAs | Roth IRAs
Yes, you might be able to get a better rate of return elsewhere, but for personal injury settlements, the guaranteed tax-free income of a structured settlement is well worth anything you may be giving up.
See More On: Annuities | Making Your Money Last | Wealth Management
Having a trust is just one important piece of the puzzle when planning for your financial legacy. Another piece: your trustee.
See More On: Estate Planning | Family Finances | Wealth Management
Substantially equal periodic payments are one option available to those who really need to tap their IRAs early. But be aware that can be a complicated process, and could be easy to make a costly mistake, so use this strategy only if absolutely necessary, and get some help while you're at it.
See More On: IRAs | 401(k)s | Tax Planning
Why one frugal family decided that moving to one of the nation's most expensive cities was the best way for them to get ahead.
See More On: Careers | Budgeting | Family Finances
The way you get your income changes once you retire. Make sure your tax strategies change as well, or you could be paying Uncle Sam a lot more than you bargained for.
See More On: Tax Planning | IRAs | Required Minimum Distributions (RMDs)
Investors need to know that they can make a difference, not just for themselves, but for the world, through impact investing. A number of apps and investing platforms are standing by to help lead the way.
See More On: Saving for Retirement
As more Boomers are becoming caregivers themselves for their parents and loved ones, the realities of the costs and work involved are sinking in. It's time to make a plan for yourself.
See More On: Long-Term Care Insurance | Wealth Management
When used judiciously, a home equity line of credit, or HELOC, can be a tool to help retirees control their taxes and can serve as a potential backstop when unexpected expenses hit.
See More On: Wealth Management | Financial Planning | Mortgages & Refinancing