Retirement
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How to Avoid These Five Costly Tax Mistakes That Many Retirees Make
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement.
By Gaby C. Mechem Published
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Are You a Baby Boomer With $500,000 or Less Saved for Retirement?
Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.
By Cyrus Bamji Published
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Social Security Fairness Act Adds to Pressure on Safety Net
While the law seeks to level the playing field for many federal employees, the sustainability of the Social Security system is now facing even more challenges.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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Four Ways to Financially Embrace the Year of the Wood Snake
In the Year of the Wood Snake, consider looking to the snake's traits of being strategic, cunning and alert to help guide your finances this year.
By Marguerita M. Cheng, CFP® & RICP® Published
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An Inventory of What We’ve Endured: After the Wildfires
A traumatic experience like the California wildfires reminds us of other losses we've endured. But simple tasks return us to the present and drive away despair.
By Bob Sipchen Published
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Social Security Chief: DOGE Cannot Make Changes to Benefit Payments
DOGE has limited "read only" access to data and will not disrupt or delay the disbursement of payments to beneficiaries, SSA Acting Commissioner Dudek said.
By Donna LeValley Published
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A Checklist for Retiring in 2025
Navigating the final stretch of your professional career can be daunting. We've compiled a checklist to help you put your best foot forward into retirement.
By Alina Tugend Last updated
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Best Places to Retire in the U.S.
Whether it's warmer weather, quality healthcare or a low tax burden, Florida ranks number one as a retirement paradise.
By Kathryn Pomroy Last updated
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Worst Places to Retire in the U.S.
Whether it reflects the quality of life, quality of healthcare or affordability, Kentucky ranks last as a retirement destination on WalletHub's 2025 survey.
By Kathryn Pomroy Last updated