Latest
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Want To Retire at 65? See if You Can Answer These Five Questions
Daydreaming about retiring at 65? Use this checklist to see if you are ready.
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Five Things to Consider Before Rolling Your 401(k) into a Roth IRA
Converting at least some of an old 401(k) to a Roth IRA can offer long-term tax benefits and retirement flexibility, especially if you anticipate being in a higher tax bracket later or wish to leave a tax-free legacy.
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Higher Social Security Payments? The CPI-E Could Make it Happen
Some lawmakers have called for it to be used to determine COLA for Social Security payments, but would it make much of a difference?
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Even Retirees Get a Case of the Mondays
Anxiety about the start of a new week isn't just experienced by those in the workforce. Retirees deal with it, too. Here's why it happens and strategies for dealing with it.
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Six Steps to Being Empowered and On Track: An Expert Financial Guide for Women
While most female investors feel on track with their financial goals and empowered by managing their investments, many regret not starting sooner. Here's how you can get started and take control of your financial future.
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Selling Your Business? This Powerful Insurance Option Unlocks Multigenerational Wealth
Private placement life insurance (PPLI) offers almost unbelievable investment flexibility, estate planning and tax advantages. And it's completely legit.
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These Habits Could Reveal Your Risk of Cognitive Decline
There's no reliable tool for predicting your risk of cognitive decline, but new research suggests one area of everyday behavior might contain early warning signs.
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How to Maximize Your Social Security Now That the One Big Beautiful Bill Is Law
When applying for your Social Security benefits, consider the new enhanced deduction for people age 65 and older, as well as your health, family situation and other financial issues.
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I'm a Retirement Specialist: This Is How to Keep Your 401(k) on Track Amid Dire News Alerts
History shows that consistent, disciplined investing far outweighs any attempt at market timing, so focus on long-term growth and tune out the sky-is-falling news headlines.
