Latest
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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.
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What You Should Know About Spousal IRAs
Without spousal IRAs, you would need earned income to contribute to your retirement account.
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Stress Test Your Retirement Plan: Because Life Happens
The higher your stress test score, the more likely your retirement plan will hold steady in a crisis.
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An Expert's Guide to the Estate Planning Documents Everyone Needs
Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.
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Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser
In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family.
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A 10-Year Retirement Planning Checklist
Keep this ten-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
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Registered Social Security Analyst: The Retirement Professional You Didn’t Know You Needed
The services of a Registered Social Security Analyst (RSSA) are often overlooked. Yet, for those planning for retirement, nearing or already retired, an RSSA can be an invaluable resource.
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Markets Are Volatile: Here's How Your Estate Can Benefit
Your estate can benefit when markets are volatile using some creative strategies. Here's how.
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Will RMDs Ruin the 4% Rule for You?
Don't let required minimum distributions (RMDs) rain on your retirement parade.
