Wealth-management
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What's Better Than Investing in Crypto? These 'Boring' Picks
Cryptocurrency may be good for a thrill, but older investors are better off with assets like bonds, guaranteed annuities, CDs and maybe dividend-paying stocks.
By Ken Nuss Published
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Four Actions to Lessen Retirement Stress for Women (and Men)
Saving for retirement is anxiety-inducing for everyone, especially women. Following this four-part action plan can help improve your financial security.
By Nicole Stokes, CLTC®, CLU®, ChFC®, M.A., RICP® Published
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Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Five Simple Strategies to Ensure a Happy Retirement
Employer retirement plans are great, but individual responsibility plays a huge role in retirement success. Here's how to empower yourself.
By Romi Savova Published
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25 Financial Moves to Consider Before December 31
Tidying up your financial house before the New Year kicks off will put you in a great position to have a financially satisfying and successful 2025.
By Jonathan I. Shenkman, AIF® Published
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Five Side Hustles You Could Turn Into a Full-Time Business
You might be able to capitalize on your expertise in ways you haven't thought of, possibly even leading to quitting your 9-to-5 job to do what you love.
By Anthony Martin Published
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Which of These Three Types of Soon-to-Be Retirees Are You?
Some folks are concerned. Others are lacking clarity. But what you really want to be is confident. So, how do you stack up?
By Sean P. Lee, MSFS Published
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Will You Have a Retirement Income Gap? How to Fill It
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall.
By Brian Teets, IAR, MBA Published
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Who Works to Make Your Insurance Work?
Ensuring a smooth insurance process takes more than just your insurance agent or broker — many talented people are busy behind the scenes.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published