Latest
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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.
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Social Security Chief Testifies in Senate About Plans to Stop ‘Clawback Cruelty’
Social Security plans to default to withholding 10% (not all) of the recipient's monthly benefits to recoup debt, SSA head says.
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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.
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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.
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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.
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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.
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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.
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Put an Estate Plan in Place
Financial Planning When putting an estate plan in place, start with the basics, like creating a will.
Financial Planning -
Six Tax Breaks That Get Better With Age
Tax Breaks Depending on your age, several tax credits, deductions, and amounts change — sometimes for the better.
Tax Breaks
