Latest
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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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28 Great Places to Retire Near the Beach
retirement The mix of retirement cities is sure to surprise you.
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Medicare Advantage Open Enrollment Ends March 31
Medicare Advantage enrollees have until March 31 to change plans. Here's what to know.
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HSAs Can Reimburse You for Medicare Premiums Paid
Medicare Even if your Medicare premiums are automatically deducted from your Social Security check, you can take tax-free withdrawals from an HSA to reimburse yourself.
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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.
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Wealth Transfer Is About More Than Just Money
Families have many forms of capital beyond their money. Here are five of them, plus ways to easily ‘transfer’ them to younger generations.
