Wealth-management
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When Flying Toward Retirement, Secure Your Own Mask First
Parents often feel compelled to help their kids pay for college, but when that could result in you moving in with them later, you should put your savings first.
By Andrew Rosen, CFP®, CEP Published
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Nine Personal Finance Podcasts Worth Checking Out
Business professionals give shout-outs to favorite podcasts aimed at helping listeners improve their financial literacy and manage their money responsibly.
By Anthony Martin Published
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Before You Claim Social Security, What’s Your Income Plan?
If you’ll have multiple income streams in retirement, you’ll need to coordinate everything so you don’t end up paying taxes on your Social Security benefits.
By Nick Stahl Published
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Three Reasons I’m Bullish on Water, and You Should Be, Too
The U.S. government is heavily investing in water infrastructure, and that’s just one reason to dip your toe into investing in water.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
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Should a Donor-Advised Fund Be Part of Your Estate Plan?
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested.
By Tracy Craig, Fellow, ACTEC, AEP® Published
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In Gray Divorce, Two Financial Planning Yardsticks Are Key
Watching your budget helps you reduce unnecessary expenses, and keeping an eye on your net worth as it rebuilds can provide a psychological boost.
By Andrew Hatherley, CDFA®, CRPC® Published
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How Quitclaim Deeds Can Cause Estate Planning Catastrophes
A lot can go wrong (including inadvertent law-breaking) if you choose to go the easy route rather than using a trust to transfer real estate to your child.
By Rustin Diehl, JD, LLM Published
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When Should You Start Social Security Benefits? It Depends
The answers to these five questions can help you determine when it’s a good time to file for Social Security. The timing is different for everyone.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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How Your Home Can Fill Gaps in Your Retirement Plan
If you have gaps in your plan for retirement income, you might consider adding the value of your home to your planning.
By Jerry Golden, Investment Adviser Representative Published