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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.
Single? Married? How Relationship Status Impacts Your Money Mindset
Single? Married? Divorced? Widowed? How your Relationship status impacts your money mindset.
RMDs Deadline Is Coming: What if You Don’t Need the Money?
New rules affect the age when you have to take your RMDs and what the penalty is if you mess up. There are also options to delay or avoid taking them.
By Evan T. Beach, CFP®, AWMA® Published
How to Find the Best Retirement Community for You
A retirement community can be a great option as you age. Here are seven steps to finding the right one for you.
By Daniel Bortz Published
Five Ways to Embrace Inclusion in Your Estate Planning
You can create positive change by applying inclusion, diversity, equity and accessibility (IDEA) principles when you plan your estate.
By Allison L. Lee, Esq. Published
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.
By Sandra Block Published
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