Latest
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7 Estate Planning Best Practices
These tips can help you avoid common trouble spots and create a more effective plan.
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5 Key Components of an Estate Plan — and 7 Others to Consider
Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
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10 Ways Retirees Can Manage Income Distribution
The goal of a retirement income plan is to make the most of your money while ensuring that it lasts. These 10 strategies can help secure your financial future.
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New Social Security Tax Reforms Change Benefits in Two States
Retirement Taxes As the calendar turns to a new year, some retirees have tax reasons to celebrate.
Retirement Taxes -
Most-Overlooked Tax Breaks for Retirees and People Over 65
Tax Breaks If you're over 65, don't miss out on these overlooked tax breaks for retirees.
Tax Breaks -
5 Ways the Second Trump Term Could Affect Your Finances
Income tax cuts are likely to be extended, but electric vehicle tax credits could disappear.
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Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of its provisions while you still can.
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A Frugal Saver's Guide to Spotting Investment Costs
Some of the fees that come with buying or holding stocks, bonds and other investments are obvious. Others can hide in plain sight.
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12 FAQs About Medicare
Medicare When you turn 65, you have to master a new health care system. We’re here to help.
Medicare
