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Want to Quit the 9-to-5? This 8-Point Plan Can Get You There
Leaving your job to step out on your own is doable, but you'll need a concrete financial plan to get there. This checklist can see you through the process.
By Anthony Martin
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Kiplinger Jobs Outlook: Is The Jan. Jump in Jobs a One-Off?
Economic Forecasts Kiplinger's monthly jobs round-up covers the latest changes in the labor market, from job gains to wage fluctuations.
By David Payne
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529 Funds and a Roth IRA: How to Use One to Jumpstart the Other
Want to boost your retirement savings? You can roll over unused funds from your 529 plan into a Roth IRA, tax-free, as long as certain conditions are met.
By Erin Bendig
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4 Ways Parents Can Help College Grads in a Tight Job Market
Despite a weak entry-level job market, the college degree's return on investment is still achievable for this year's grads. Here's how parents can help them.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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The Social Security Test Every Wealthy Retiree Must Take
When you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits.
By Donna LeValley
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5 Actions to Set Up Your Business With Your Exit in Mind
When you're starting a business, it may seem counterintuitive to begin with exit planning. But preparing will put you on a more secure footing in the long run.
By Jamie Carroll
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How to Find Free Money for Graduate School as Loans Tighten
Starting July 1, federal borrowing will be capped for new graduate students, making scholarships and other forms of "free money" vital. Here's what to know.
By Sravani Atluri
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3 Steps to Help You Find Your Financial North Star
If you're overwhelmed by financial planning, a long list of to-dos won't help. Find clarity by focusing on steps built around what's most important to you.
By Stephen B. Dunbar III, JD, CLU
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Why a Midcareer Pivot Can Be a Wealth-Building Power Move
If it feels like you can't sustain what you're doing for the next 20 years, it's time for an honest look at what's draining you and what energizes you.
By Tracy Byrnes, CDFA®
