Latest
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How to Choose Your Power of Attorney When You’re Remarried
Should you appoint your new spouse or a child from your previous marriage? It all comes down to who will make the best decisions that are right for you.
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Four Signs That It’s Time to Let Your Financial Adviser Go
If your calls aren’t returned and you’re getting charged fees you didn’t expect, among other issues, it’s time to consider your options.
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Five Benefits of Slow Travel in Retirement
Consider immersing yourself in the culture of a village rather than making a list of all the things you need to do and see within a short period of time.
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Four Ways to Give Money Tax-Free to Your Kids When You Die
If you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you.
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Should You Pay Cash When You Downsize? Here Are Three Scenarios
The proceeds from selling your current home have made it possible to pay cash for your retirement home, but should you skip the mortgage?
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Can’t Afford It? There’s No Shame in Saying So
Trend of loud budgeting emphasizes being open about skipping unnecessary purchases and sticking to your budget, while older generations still struggle to talk about their finances.
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How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older.
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How Life Insurance Can Help You Preserve Your Wealth
Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes.
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Are Bonds Back? A Fresh Look at Fixed Income in 2024
With interest rates poised to possibly start falling, investors might consider shifting to longer-term fixed-income securities to lock in higher yields.
