Latest
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A Good Estate Plan Requires Four Key Elements
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
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Five Reasons Not to Give Your Child Power of Attorney
When drawing up powers of attorney, older parents will most likely name adult children as their representatives. But is that always the smart choice?
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What the Great Wealth Transfer Means for Financial Advisers
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes.
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Investment Management: A Return to Simplicity
Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating more simplicity for their clients.
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Build Your Dream Retirement With These Five Steps
Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of your retirement.
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How to Save Social Security — Pay More Taxes? Cut Benefits?
These proposals to save Social Security may require big changes, but Americans want politicians to act. Are you willing to pay more taxes?
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How to Retire Early Due to Disability or Caretaking
If you must retire early due to disability or to care for a loved one, these six steps to make it work financially.
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Here's How Retirement Changes Your Taxes
How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay.
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Should You Pay Off Your Mortgage Before Retirement?
Should You Pay Off Your Mortgage Before Retirement?
