Latest
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How One Widow Nearly Missed Out on $213,000 in Social Security
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help.
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Simple Ways to Make Your Executor's Job Less of a Pain
Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts.
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'Trump Accounts' for Newborns: A Great Idea That Could Be Better
According to this financial professional, limitations on the proposed $1,000 deposit at birth highlight shortcomings in our retirement landscape, but the potential is there to make a big difference.
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You Could Be a 401(k) Millionaire. Here’s How
Joining the ranks of 401(k) millionaires can be withing your sights with these four strategies.
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Age in Place or Move? How to Decide Where to Live in Retirement
Retiring in place or moving is a big decision. Here's what you need to consider.
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10 Things You Need to Know About Health Savings Accounts
insurance If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.
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Is a 401(k) Worth It? Here Are the Pros and Cons
A 401(k) is worth it for most people, but are you one of them? There are seven pros and four cons to consider.
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Sorry, But AI Alone Doesn't Cut It for Financial Planning
Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that require a human touch.
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Are You a Retirement Millionaire Too Afraid to Enjoy Your Wealth?
If you are too scared to spend money in retirement, you may be saddled with regret. Here are four ways to safely enjoy your sizable retirement nest egg.
