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Two Big Blind Spots Wealthy People Have About Retirement
High-net-worth people, like everyone else, underestimate their longevity, rising costs in retirement and the emotional impact of their lifestyle changes.
Retirement Account Moves to Make Before December 31
You can make retirement account moves before year-end. Consider topping off your contributions and taking your RMDs.
Three Essential Strategies for Managing Your Inheritance
Before you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like.
By Christopher C. Giambrone, CFP®, AIF® Published
Hospice Is Often Misunderstood: What Is It, and Who Is It For?
Many of us neglect end-of-life preparations until we’re forced to make difficult decisions in the moment. How can hospice care fit into that planning?
By Sharon Collins Casey, Esq. Published
Taxes on Retirees: A State by State Guide
Retirement Taxes See how each state treats retirees when it comes to income, sales, property, and other taxes.
By Katelyn Washington Last updatedRetirement Taxes
Medicare, ACA Call Center Workers To Hold Another Protest: What To Know
Medicare and Obamacare call center employees plan another protest, this time in Washington, DC on December 12.
By Joey Solitro Last updated
Six Steps to Take if You've Recently Inherited Money From a Loved One
It’s important to deal with the emotional aspect first before tackling the financial one.
By Kiplinger Advisor Collective Published
Medicare Open Enrollment Ends Soon — Here's What You Need to Know
Medicare open enrollment ends in less than a week. Here's what you need to get done.
By Elaine Silvestrini Last updated
What’s the Best Medigap Plan?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
By Jackie Stewart Last updatedMedicare
Estate Planning and the Legal Quirks of Retiree Cohabitation
Creating an estate plan for an unmarried couple is already challenging, but when the cohabitating couple are in their golden years, it’s especially tricky.
By David Handler, J.D. Published
Seven Financial Planning Stops to Put on Your Map to Financial Security
Creating a comprehensive plan is just the start, though. Checking in regularly to make sure you’re still on track is imperative.
By Michael E. Lewis II, CFP®, CLU®, ChFC® Published