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Roth IRA Conversion Tactics You Need to Know
“Here's one good reason for the happily married to rejoice: They have better access to a tax-friendly retirement savings strategy.” The...
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Nov 7, 20182 min read
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Six Savvy Moves to Protect Your Retirement and Your Family
“When was the last time you looked at your financial beneficiaries and other estate planning documents?” Estate Planning. One couple...
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Nov 6, 20182 min read
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Have You Got a Clear Picture of Social Security? Are You Sure?
“Social Security benefits are a major source of income for retirees, but far too many seniors have no clear idea how these benefits work....
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Nov 5, 20182 min read
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What Surviving Spouses Need to Do Immediately
“As soon as you are able, you have some legal documents to review and plans to update to protect both you and your heirs.” The first...
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Nov 2, 20183 min read
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Does Personality Shape Retirement and Cognitive Skills Levels?
“The people in the study who had higher levels of what’s known as fluid cognitive function—the ability to recall things, learn fast and...
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Nov 1, 20182 min read
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Should You Use Your Home Equity for Retirement Income?
“If you are playing catch-up on your retirement planning, you need to maximize every asset you have to make retirement a reality.” Late...
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Oct 31, 20183 min read
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What Will Work to Replace Pensions?
“Like fax machines, telephone booths, cassette tapes and typewriters, company-provided employee pension programs have all but been...
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Oct 30, 20182 min read
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Ready to Downsize? Here’s How
“Many baby boomers are willing to downsize their home, in order to lower their retirement costs. Moving to a less expensive house can...
Author
Oct 29, 20182 min read
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Secret Savings Retirement Tool That’s No Secret
“One of the best places to accumulate assets for retirement is a health savings account, or HSA. However, many Americans aren't getting...
Author
Oct 26, 20182 min read
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Special Needs Families and Estate Planning
“Estate planning. It’s not something parents really want to do. You must face your own mortality and the fear that you might not live...
Author
Oct 25, 20182 min read
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How Will Your Family Remember You?
“From time to time, we all consider the final step in our human experience, either by purchasing life insurance, writing a will or...
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Oct 24, 20182 min read
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Are Your Digital Assets Under Your Control?
“In the internet age, personal archives are no longer limited to the tangible. In fact, much of one’s personal archives is now...
Author
Oct 23, 20182 min read
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How to Plan for Your Later Years with Care
“Elder law refers to the area of law that specializes in the issues most senior citizens face. It usually includes long-term healthcare,...
Author
Oct 22, 20182 min read
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Your Nest is Empty? Be Smart About Financial Moves
“Once your youngest child has graduated from college, you might find that your monthly financial expenditures have started to go down a...
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Oct 19, 20182 min read
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Did You Celebrate 401(k) Day?
“And speaking of 401(k) Day, younger 401(k) participants have a built-in advantage that no one else can claim — that’s a message that...
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Oct 18, 20182 min read
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What if a Hostile Family Member Wants to Become Your Guardian?
“Tony Sr. has been at odds with his son, Tony, Jr, for years over a ranch Senior inherited from his father 20 years ago. The conflict...
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Oct 17, 20182 min read
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How One Author Stands as a Shining Example of Funeral Planning
“In June 2012, Meryl Streep gave one of her finest performances to a limited crowd. She hadn’t had much time to prepare, but it was a...
Author
Oct 16, 20182 min read
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Estate Planning for Digital Assets: Don’t Do What Most Do
“In a recent survey of baby boomers, antivirus software provider AVG Technologies found that only 16% of respondents had thought about...
Author
Oct 15, 20182 min read
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Singles Need to Plan Differently for Retirement
“Being in a relationship isn’t for everyone. However, if you find yourself single in the long run, financial experts say you should be...
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Oct 12, 20182 min read
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Pop Artist’s Estate May Be a Knotted Mess for a Long Time
“Pop artist Robert Indiana had a simple wish: He wanted to transform his island home into a museum to preserve and show his art...
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Oct 11, 20182 min read
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