Latest
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My Professional Advice: When It Comes to Money, You Do You
This is how embracing the 'letting others be' and 'learning to surrender' mindsets can improve your relationship with money.
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Direct Indexing Expert Explains How It Can Be a Smarter Way to Invest
Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?
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Five Smart Moves for Retirement Healthcare: From HSAs to Medigap Policies
Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that.
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Your Estate Plan Needs an Advance Directive for Dementia
Here are free tools to add an advance directive for dementia to your estate plan. These directives detail your preferred medical care for each stage of dementia.
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Social Security Under Trump Live Updates: Final Blog Post — for Now
Social Security Blog Social Security has undergone big changes in 2025 under President Trump. Get live daily news, updates, tips and analysis to help you navigate the developments.
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Retirement Income Funds to Keep Cash Flowing In Your Golden Years
Retirement income funds are designed to generate a reliable cash payout for retirees. Here are a few we like.
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What Does It Really Take to Retire Rich?
With enough time and consistency, even an average income can lead to a wealthy retirement.
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Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized.
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When Downsizing, Does a Continuing Care Retirement Community Make Sense?
The idea that you'll never have to move again may sound tempting, but how about the costs? A financial planner explores the pros and cons of this style of retirement living.
