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The Four Worst Mistakes to Make When Selling Your Business
From ignoring potential buyers to failing to consider what you'll do once you've stopped working, here are the key mistakes to avoid when selling a business.
By Evan T. Beach, CFP®, AWMA® Published
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Three Ways to Help Your Adult Children Without Spoiling Them
Retired and lucky enough to have extra money? Consider these three positive and practical ways to help out your adult kids financially.
By Evan T. Beach, CFP®, AWMA® Last updated
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Market Volatility Tempting You to Get Out? Read This First
If you're retired, or soon will be, riding out a roller-coaster market can be nerve-racking. Try to hold steady and focus on balancing your investments.
By Lauren Ivester Published
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Five Strategies to Defer Capital Gains in Real Estate Investing
These powerful strategies, from timing your sales during low-income years to leveraging qualified opportunity zones, can defer capital gains taxes on your real estate investments.
By Daniel Goodwin Published
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Retirement Income Planning for Unfunded Health Care Costs
Retirement income plans often don't include late-in-life health or long-term care expenses. Here's how to cover for the unplanned withdrawals to pay for those.
By Jerry Golden, Investment Adviser Representative Published
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Federal Employees Buyout Offer: Five Things to Consider
Federal workers have a constellation of retirement benefits, and assessing them can get complicated fast. Here are five high-stakes decisions to focus on.
By Ben Kautz, CFP® Published
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Insurance Bad Faith After Natural Disasters: What to Know
Understanding the basics of insurance claims after catastrophic losses is important, especially if you encounter insurance bad faith. Here's what to do if that happens.
By H. Dennis Beaver, Esq. Published
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A Good Estate Plan Requires Four Key Elements
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
By John M. Goralka Last updated
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Five Reasons Not to Give Your Child Power of Attorney
When drawing up powers of attorney, older parents will most likely name adult children as their representatives. But is that always the smart choice?
By Peter Newman, CFA Published