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Ready to Retire? Here Are Four Tips for the Transition
Before you take the retirement plunge, you might want to make sure each of these things is addressed so you can focus on enjoying your golden years.
By Adam Frank Published
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Should You Take the Survivor Option on Your Pension?
In some cases, you could buy life insurance instead and get a better deal in protecting your spouse. There are some things to keep in mind, though.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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How (and Why) to Talk Money at Your Family Dinner Table
Believe it or not, your teenagers want to hear what you have to say about money and your family’s financial decisions. But be willing to listen, too.
By Aditi Javeri Gokhale Published
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How You Can Tackle Health Care Costs in Retirement
Doctor visits and medications are only part of the challenge of health care costs — there’s also long-term care planning. Here’s what you can do.
By Joel V. Russo, LUTCF Published
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Six Essential Retirement Strategies for Baby Boomers
Emergency funds, estate plans, different kinds of insurance and smart investing strategies are all parts of a strong retirement plan.
By Justin Stivers, Esq. Published
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11 Tips for Talking to Your Aging Parents About Their Finances and Future Care
Such a sensitive subject requires a careful approach.
By Kiplinger Advisor Collective Published
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The Life-or-Death Answers We Owe Our Loved Ones
How our life ends isn’t always up to us, but that question too often must be answered by loved ones and health care workers who don’t know what we would want.
By Joel Theisen, RN Published
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Five Mistakes High-Net-Worth Individuals Make in Retirement
Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees.
By Lane Marmon, JD, MBA Published
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Nursing Home Care: What to Do When Medicare Won't Pay
Here's what to do when Medicare won't pay for a nursing home facility.
By Erin Bendig Published