Retirement-planning
Latest
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Don't Let Health Care Costs Wreck Your Retirement: Here's How
Four strategies to keep health care costs from tanking your retirement, especially before Medicare kicks in.
By Maurie Backman Published
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How Confident Are You in Your Retirement Plan? Find Out With This Quiz
On a scale of 1 to 10, how confident are you in your retirement plan? This quick quiz will help you find out if it's on track, or whether it needs more work.
By Sean P. Lee, MSFS Published
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Scared About Climate Change? Change the Way You Invest
Climate change is hitting the U.S. hard, and while positive action from the White House may now be unlikely, individuals can use their wallets to hit back.
By Peter Krull, CSRIC® Published
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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.
By Donna Fuscaldo Published
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Taxes on Social Security Benefits: Five Things You Need to Know
Social Security The Social Security COLA is just one aspect of your benefits that can impact your taxes.
By Kelley R. Taylor Last updated
Social Security -
How to Prepare for Early Retirement
Planning ahead for early retirement can help you avoid some common obstacles. But it will also help you cope if you lose your job unexpectedly.
By Kimberly Lankford Published
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This Boring Retirement Income Source Has Big Tax Benefits
Don't ignore this retirement income source, especially if you are wealthy or need portfolio diversification.
By Maurie Backman Last updated
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'You Can't Take it With You.' Four Things You Lose in Retirement
There will inevitably be things you lose in retirement. But it's not all gloom and doom. Most people find happiness in retirement: here's how.
By Maurie Backman Published
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Planning to Leave Your Business? How to Find the Right Buyer
When you leave your business, your retirement, your employees and your legacy are at stake.
By Elaine Silvestrini Published