Latest
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Retirement Planning for Couples: How to Plan to Be So Happy Together
Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy.
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Could You Retire at 59½? Five Considerations
While some people think they should wait until they're 65 or older to retire, retiring at 59½ could be one of the best decisions for your quality of life.
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Markets Roller Coaster: Resist the Urge to Make Big Changes
You could do more harm than good if you react emotionally to volatility. Instead, consider tax-loss harvesting, Roth conversions and how to plan for next time.
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Trump to Tariffs: How Retirees Can Manage Uncertainty in Their Investment Plans
FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.
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Tariffs Are Paused: Here's What Retirees Should Stock up on Now
The massive China tariff is still in place, but others have been paused for 90 days. That gives retirees a window to stock up on some goods.
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11 Local Social Security Offices Are Suspending In-Person Services
A departure from closing locations, eight local Social Security offices will temporarily stop all in-person service and will only be available by telephone.
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Retired and Worried About a Recession? Six Ways to Prepare
Retirees can plan for a near-term recession with a range of strategies, from small investment changes to significant lifestyle hacks.
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Widow's Penalty: Three Ways to Protect Your Finances
Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow.
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Six Ways to Make Talking With Family About Estate Planning Easier
It can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.
