Latest
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Watch Out for Annuity Surrender Charges: How to Avoid Them
Pulling money out of an annuity early can be a costly proposition. Here's how surrender charges work and one potential way around them — an annuity "ladder."
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The Snake Bite Effect: How Fear Can Cost Investors Dearly
Does market volatility make you feel like running scared? That could be a costly mistake. Here's why ... and what to do instead.
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I'm a Wealth Manager: This Is How to Reduce One of the Biggest Risks to Your Retirement
If the stock market dips when you retire, your portfolio may not have time to recover. But having a structured income plan for your retirement years can help.
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Ditch the Fear: A Guide to Embracing Retirement Preparedness
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning.
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Jet Set on a Budget: Expert Advice for Summer Travel
These cost-saving strategies, supplied by a financial adviser, are essential for enjoying summer travel without financial stress or debt.
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My First $1 Million: Retirement Coach, 69, Sammamish, Wash.
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
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Four Innovations That Reinvented Retirement as We Know It and Why AI Is Next
A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy.
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What Will They Remember About You? It's Not Just About Your Money
Once you retire is the prime time to ensure you leave a meaningful legacy, personally and financially. This financial planner suggests five steps to build a bridge between who you are and how you'll be remembered.
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Running Out of Money in Retirement: Nine Steps to Help Reduce the Risk
Quit worrying about money and enjoy a carefree retirement. Sounds good, right? Well, if you follow these nine steps from a financial adviser, you could be on your way to that goal.
