Latest
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
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15 States That Tax Military Retirement Pay (and Other States That Don't)
retirement Taxes on military retirement pay vary from state-to-state. How generous is your state when it comes to helping retired veterans at tax time?
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Finding Peace of Mind With Your Retirement Income
Even in tough times, you can secure retirement income that lets you maintain your lifestyle, lasts a lifetime, adjusts for life events and leaves a legacy for the kids.
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Rising Interest Rates Change the Math on Pensions for Some Would-Be Retirees
Now is a good time to think about when and if to take a lump sum on your pension and what to do with it. Let’s explore the pros and cons.
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Counterattack: Tips for Thwarting a Will Contest
From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.
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5 Steps to a Stronger Financial Plan
It’s impossible to be right all the time, but a strong plan and constantly assessing where you are can help you pivot when bad things inevitably happen.
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Can You Protect Your Retirement From Natural Disasters?
Hurricanes, wildfires and floods have wreaked havoc in the U.S. this year. Having a disaster plan in place could help protect you financially in the moment and the aftermath.
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To Auto-Increase or Not to Auto-Increase Your 401(k) Contribution Rate
Automatically increasing your 401(k) contribution rate can be a great way to boost your savings. But could your next dollar work better for you elsewhere?
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10 Questions to Help You Decide if You’re Really Ready to Retire Early
More and more of us are thinking about retiring early. The key is making sure we’re properly prepared. Here are 10 key questions to ask yourself.
