Latest
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When You Need Capital Quickly, Think 'Ready, Set, Fund': A Financial Adviser's Strategy
Investors must be able to free up cash to meet short-term needs from time to time. This strategy will help you access capital without derailing your long-term goals.
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I'm an Estate Planner: Moving Family Assets to a Safe Haven Abroad Could Be a Huge Headache for Your Heirs
In troubled times like these, wealthy clients may seek financial refuge outside of the U.S. But that could cause more tax and estate problems than it solves.
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States That Won't Tax Your Death
Estate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
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Four Personality Traits Lead to More Retirement Savings
Four behavioral traits lead to more retirement savings down the road. Only 10% of workers have all four; do you?
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Baby Boomers vs Gen X: Who Spends More?
Baby Boomers and Gen X are guilty of spending a lot of money. Here's a look at where their money goes.
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Eight Strategies for Deciding When to File For Social Security
Applying at age 70 maximizes your monthly payout, but claiming early could provide advantages that can’t be quantified on a spreadsheet.
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The Emotional Side of Retiring: Six Steps to Help You Move On
Getting mentally ready for retirement can be tough. The loss of your work identity, daily connections, and sense of purpose can make the transition difficult. Here are six steps to help you adjust.
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Social Security 2025: The Outdated Tax Rules Costing Retirees Money
Retirement Taxes Could the Social Security 90th anniversary be a good time to revisit old tax thresholds?
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Want to Retire at 67? See if You Can Answer These Five Questions
Retirement is within your reach. But before you leap make sure you are ready by answering these five questions.
