Latest articles by David Rodeck
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11 Money Moves to Make in the Decade Before You Retire
retirement planning Pre-retirement steps include reviewing what you expect to pay in taxes and how you will cover health care costs once you stop working.
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Your Financial Adviser Wants to Retire, Too
Financial Advisers As the wealth management industry faces a wave of retirements, it's time for you to consider whether your adviser has a succession plan -- and what you should do about it.
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A Snowbird’s Preflight Checklist for Insurance
Making Your Money Last If you're spending part of the year in Florida, Arizona or any other state, seniors should follow this guidance about managing two homes in retirement.
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Early Retirement Means Finding Health Insurance Before Medicare
Making Your Money Last Cover the gap with health insurance before you're eligible for Medicare enrollment.
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The Annuity With a Tax-Planning Twist
Financial Planning A qualified life annuity contract helps retirees with guaranteed payments to last their entire lives.
Financial Planning
