Latest
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What You Need to Know About Taxes in a Gray Divorce
If you're not careful about how assets are divided or sold, you could get hit with a big tax bill.
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Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
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Is Downsizing Right for Your Retirement?
The lower costs of a smaller home in retirement might sound appealing, but be ready for the trade-offs that come with making this big decision.
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Three Tips for Managing Your Election-Related Stress
As Election Day approaches fast, consider taking some steps to keep your anxiety and expectations under control.
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Market Dips Can Be Retirement Busters: Ways to Guard Yourself
It's harder for retirees to bounce back from stock downturns, so you need an income strategy (and a portfolio) that's resilient.Chris
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
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Market Downturns Have Upsides: How to Take Advantage
One of the biggest benefits of a market downturn involves shifting market losers into a Roth IRA account to save big-time on taxes in retirement.
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Your Kid Is a New Driver: Will Your Car Insurance Take a Hit?
Most likely, but you can try to lessen the blow by asking about discounts and teaching your child as much as you can before they get their license.Karl
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Is a Roth Conversion Right for You Before the Election?
If you’re concerned about possible tax policy changes after the next president takes office, you might want to consider a Roth conversion now.
