Latest
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Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We've Had: 12 Things You Should Know
The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings.
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Market Rebounds Are Happening Fast: Should You Buy the Dips? A Financial Planner's Guide
Markets are bouncing back faster than ever. For some long-term investors, that could mark a compelling case for systematic investing during downturns.
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What Is a Living Trust?
A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
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16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
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Brace for Higher Health Costs in 2026: A Look at Projected Medicare Premiums
In 2026, Medicare participants will pay more for their health care. Part B costs are expected to rise more than 10%. Here's what you can do.
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Roth IRA Contribution Limits for 2025
Roth IRAs Roth IRAs allow you to fund your retirement with after-tax dollars while you're working, and then withdraw those contributions and earnings tax-free when you retire. Here's a look at 2025 limits and income-based phaseouts.
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How to Estimate Your Social Security Benefits in Six Steps
To plan smart for retirement, estimate your Social Security benefits years before you'll need the money. Here's how to do it.
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Social Security Turns 90 — Five Important Things to Know
Social Security has become a cornerstone of the American retirement system and works to keep over 16 million retirees above the poverty line. Here are five key facts about the program as it turns 90.
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Five Things Federal Employees Should Know for Retirement
Knowing the ins and outs of retirement is challenging, especially for federal government employees.
