Latest
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Will Retirees Stop Paying Tax on Social Security Next Year?
Social Security Lawmakers have proposed to eliminate taxes on Social Security benefits. Here’s what that could mean for you.
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Where to Retire: Living in the Dominican Republic
Living in the Dominican Republic is a big draw for ex-pats looking for a warm, sunny and affordable retirement. Should you make the move, too?
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The Future of 1031 Exchanges Under Trump Looks Bright
As a real estate investor himself, President Trump appears poised to preserve the tax-deferring power of this strategy. But you still must follow the rules.
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What You Need to Know About Elon Musk's DOGE's Access to Medicare Systems
Officials at Musk-led DOGE were given access to agency data systems and technology at the Centers for Medicare and Medicaid Services (CMS), an agency with a $2 trillion budget.
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How to Retire at 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
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Nine Types of Trusts for High-Net-Worth Estates
Trusts can help high-net-worth estate owners protect their assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
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Are 60/40 Portfolios Still Relevant Today?
As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most people.
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Prepare Your Family for the Financial and Legal Aftermath of Your Death
Taking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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Seven Biggest Financial Planning Myths: How Many Do You Believe?
Wisdom comes in all shapes and sizes, but not all of it is true, especially when it comes to these seven retirement financial planning myths.
