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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
By Mike Palmer, CFP Published
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Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises.
By Jenna Lolly, CFP® Published
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Four Do’s and One Don’t to Help Protect Your Inheritance
If you’re lucky enough to inherit a lot of money, keeping these five things in mind, especially knowing the tax implications, could head off some regrets.
By Brian Gray Published
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Four Considerations for Moms Leaving the Workforce
If you want to make the transition from a full-time job to being a stay-at-home mom (or dad), here are some issues to keep in mind.
By Mindy J. Oglesby, CFP®, NSSA®, IRMAACP Published
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Retired and 'Stuck' With a Mortgage Below 4%? You Have Options
You may feel like a mortgage prisoner, but your options may be more doable than you think.
By Evan T. Beach, CFP®, AWMA® Published
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Considerations for Americans Who Want to Move to Europe
Relocating to Europe for retirement or just because could be more complicated than you might think. Here are a few things to think about.
By Alex Ingrim, Chartered MCSI Published
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Three Details That Matter for a Successful Retirement
Many people skip over retirement planning specifics that could help them create a stronger plan that would better match their needs. Here’s how to not do that.
By Mark Gelbman, CFP® Published
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How to Take a Break Without Breaking the Bank
Setting savings goals and a budget and including the kids in the planning can make your vacation more relaxing and less stressful.
By Jared Elson, Investment Adviser Published
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Guide to Military Benefits for Retirement, Pay and Savings
Benefits for those who serve in the U.S. military can sometimes be complex and confusing. Here’s what to know about how to optimize some of them.
By Zach Mindel Published