Latest
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What Trump Has Done With Medicare So Far
Since President Trump was sworn into office on January 20, he has proposed or initiated changes impacting Medicare. Here's the latest roundup.
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The Role of the Dollar in Your Retirement: Is It Secure?
Protect your retirement from de-dollarization, because “capital always goes where it is treated best."
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Can the 'Guardrails Approach' Protect Your Retirement Investments?
This investing method helps retirees avoid running out of money, even in a highly volatile market.
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What is the Gift Tax Exclusion for 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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How to Calculate Taxes on Social Security Benefits in 2025
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
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Social Security Is Taxable, But There Are Workarounds
If you're strategic about your retirement account withdrawals, you can potentially minimize the taxes you'll pay on your Social Security benefits.
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Serious Medical Diagnosis? Four Financial Steps to Take
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes.
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Retire in France for Beauty and Culture
France offers a great history and a slower pace of life for retirees. At times, it can feel like stepping into a postcard.
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To Stay on Track for Retirement, Consider Doing This
Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement.
