Retirement
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Never Talk About Money? For Women, That Can Spell Disaster
How can you plan for retirement when your husband holds the purse strings and talking about money is taboo? Help is at hand for this common problem for women.
By Cynthia Pruemm, Investment Adviser Representative Published
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Medicare Open Enrollment Is Ending Soon
Medicare During this period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
By Donna LeValley Last updated
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How to Manage Longevity Risk in Retirement
Longevity risk is the downside of our longer life expectancies. Here's how to make sure your money lasts.
By Jacob Schroeder Last updated
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Medicare Advantage Open Enrollment Begins on January 1
Medicare Advantage enrollees have from January 1 to March 31 to change plans. Here's what to know.
By Keerthi Vedantam Last updated
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How to Retire at 50 or 55
Yes, you can retire at 50 or 55. Take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder Last updated
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Missed Medicare Open Enrollment? Here Are You Options
There are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
By Donna LeValley Last updated
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4 Things You Need to Know Before Applying for Social Security in 2025
Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements.
By Donna LeValley Last updated
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How to Leave Money to Descendants But Still Keep Control
Your choice of trustee(s) can dramatically influence how closely your wishes are carried out. These tips will help avoid bad blood among your heirs.
By Katherine Reynolds Lewis Published
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How Combining Your Home Equity and IRA Can Supercharge Your Retirement
While many retirees own an IRA and a home, very few are considering how they could work together in a plan for retirement income.
By Jerry Golden, Investment Adviser Representative Published