Retirement
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How To Manage Retirement Savings When Living Abroad
Retiring abroad can be a dream come true if you have a good grip on your finances. Here's what you need to know to make it a reality.
By Brian O'Connell Last updated
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What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
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Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.
By Rustin Diehl, JD, LLM Published
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12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon Last updated
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Thinking About Unretiring? You’re Not Alone
Unretiring is a growing trend, with 38 million 55+ workers employed as of now. Here's what's driving the return to work. Are you thinking about unretiring?
By Kathryn Pomroy Last updated
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Eight Ways Trump Could Change Your Retirement
From Social Security to Medicare and beyond, Trump could change your retirement in ways you may not expect.
By Adam Shell Last updated
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How to Organize Your Financial Life (and Paperwork)
To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort.
By Leslie Gillin Bohner Published
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Financial Confidence? It's Just Good Planning, Boomers Say
Baby Boomers may have hit the jackpot money-wise, but many attribute their wealth to financial planning and professional advice rather than good timing.
By Joe Vietri, Charles Schwab Published
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Average Health Care Costs by Age: Can You Afford It?
Expect to pay more as you age. We've got solutions for how to cover these costs, which can exceed $1,000 per month in your 60s.
By Adam Shell Published