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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.
IRA Rollover Rules: What You Need to Know
Tax Letter Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.
How Controlling Your Living Expenses Can Lead to Financial Freedom
What should you consider in coming up with your living expense level?
By Mario Hernandez Published
Six Ways to Prepare for Widowhood and Protect the Surviving Spouse
No none wants to have to plan for losing their spouse, but having plans in place and knowing what to do when the time comes can alleviate at least some of the stress.
By Tyler Hill, Investment Adviser Representative Published
Creating a Blended Family? Three Key Steps to Consider
Blended families can make your finances and estate extra complicated, but you can head off some of those issues with careful planning.
By Adam Frank Published
What is a 403(b) Retirement Plan?
Many teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?
By Seychelle Thomas Published
Pension vs 401(k) Plans: Which is Better?
Choosing a pension vs 401(k) plan can be tricky. Make sure you ask the right questions.
By Adam Shell Published
10 Things You Should Know About Long-Term Care Insurance
A brief on the most important things to know about long-term care insurance.
By David Rodeck Last updated
What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
By Adam Shell Last updated
15 Reasons You'll Regret an RV in Retirement
Making Your Money Last RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt Last updatedMaking Your Money Last
Social Security Asked You For Money Back — Now What?
The Social Security Administration sent you an overpayment notice. Here’s what you need to do next.
By Joey Solitro Published