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Six Missteps to Avoid as You Transition to Retirement
Don't lose sight of your finances when you finally reach retirement. These six classic missteps can chip away at the nest egg you’ve worked so hard to build.
By Bill Leavitt Published
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Premium Tax Credit: Are You Eligible For This Health Insurance Tax Break?
Tax Credits The tax credit can help qualifying individuals pay for coverage from the Affordable Care Act’s health insurance marketplace.
By Gabriella Cruz-Martínez Published
Tax Credits -
Senior LIving and Memory Care Facilities Are Improving
Here are the best senior living communities in 2024, according to a J.D. Power survey.
By Kathryn Pomroy Published
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How to Create a Retirement Income Plan to Cover Caregiver Costs
Getting all of your assets to work together is key to having enough retirement income to pay for caregivers and other long-term care needs.
By Jerry Golden, Investment Adviser Representative Published
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How One Caregiver Is Navigating a Loved One's Dementia
She's spent many hours doing research and speaking with other caregivers to find her way to resources designed to help caregivers.
By Marguerita M. Cheng, CFP® & RICP® Published
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7 Things Medicare Doesn't Cover
Healthy Living on a Budget Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley Last updated
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How Women Can Navigate Competing Priorities as They Age
It takes planning and some frank conversations, but women can aim for a happy and financially secure retirement while supporting loved ones. Here's how.
By Steph L. Wagner Published
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You'll Probably Need Long-Term Care at Some Point. Here's How to Pay for It
Most people will need long-term care at some point, but insurance is pricey. Here’s a guide to covering the expenses.
By Elaine Silvestrini Last updated
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Are You an Estate Planning Procrastinator? Where to Start
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind.
By Alex Diaz, MBA, CFP® Published