Latest
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Can Both Spouses Collect Social Security Benefits? What You Need to Know
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
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Will Retiring Early Make You Happier? It’s Complicated
Many people dream of retiring early. But leaving the daily grind may not be the key to happiness for everyone.
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Time to Hang up the Car Keys? When Older Drivers Need to Stop
Does your older parent or spouse need to hang up the car keys? It's one of the hardest transitions in aging, and there's no simple fix.
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What Can Cause You to Lose Your Medicare Benefits?
Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you.
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How Tariffs Could Impact Affluent Retirees
The wealthier you are, the less price increases on groceries and cars will hurt you, but if markets dive or we enter a recession, that's a different story.
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How to Help Shield Your Retirement From Inflation
Picking the right investments at the right time can help ensure inflation won't flatten your retirement savings. Here are some tips.
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Eight Things You Must Know About Retiring to the Carolinas
retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
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Six Steps to Simplify Your Estate for Your Heirs
A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress.
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Three Actions to Protect Wealth Transfer Amid Tax Uncertainty
How should families plan to pass on their wealth amid ongoing uncertainty over estate taxes? Even if TCJA provisions are extended, they might still be temporary.
