Latest
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Why Smart Retirees Are Ditching Traditional Financial Plans
Financial plans based purely on growth, like the 60/40 portfolio, are built for a different era. Today’s retirees need plans based on real-life risks and goals and that feature these four elements.
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
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What Is a Safe Harbor 401(k)?
Part of the Small Business Job Protection Act, this type of 401(k) makes it easier for small businesses to offer retirement plans to their employees.
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Is Your IRA Protected from Creditors in Bankruptcy?
Can creditors take some or part of your IRA funds if you file for bankruptcy? Learn more about the federal protections that exist and to what extent they protect your IRAs.
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Need More Money for Retirement? You May Have Already Saved It. Here's How to Find Your Lost 401(k).
Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are nine ways you can locate your account.
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How New Retirees are Navigating Current Uncertainty
‘I Picked a Helluva Time to Retire.’ Six strategies for new retirees facing a dicey stock market and unpredictable economy.
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Will an AI Robot Take Care of You in Old Age?
AI Robots may be just the help older adults and their caretakers need for a host of tasks. Just don't expect it to be a cute little humanoid — yet.
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Technology Unleashes the Power of Year-Round Tax-Loss Harvesting
Tech advancements have made it possible to continuously monitor and rebalance portfolios, allowing for harvesting losses throughout the year rather than just once a year.
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The Fiduciary Firewall: An Expert's Five-Step Guide to Honest Financial Planning
Armed with education and awareness, you can avoid unethical people in the financial industry by seeking fee-only fiduciaries and sharing your knowledge with others.
