Latest
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How Lower Interest Rates Could Affect Older Adults
When the Fed starts cutting interest rates, retirees could see lower yields on fixed-income assets. Social Security’s finances could be impacted, too.
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How to Spot a Social Security Scam (and What to Do About It)
Here are a scam's red flags and how to report it if someone tries to scam you. The first things to do if a scammer contacts you: Remain calm and ignore them.
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Resist the Taboo: Talk to Your Kids About Family Wealth
Family discussions about money are important in educating children about financial concepts and the family’s legacy.
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Eight Steps to Take When Settling an Estate as the Executor
Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.
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How to Decide How Much Money You Can Afford to Gift in Your Lifetime
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age.
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Five Mistakes High-Net-Worth Individuals Make in Retirement
Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees.
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Five Tips for Nabbing Your Dream Home in a Tough Market
Low inventory doesn’t mean you’re out of luck on finding a home to buy that’s right for you. These tips from a real estate insider could help.
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Three Ways to Delay Claiming Social Security Benefits
With Americans living longer these days, maximizing your Social Security is more important than ever. Here are some ways to make the most of your benefits.
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Is There a Best Day of the Year to Retire?
Taking into consideration the time of the month and the time of the year can make a difference in your retirement income.
