Retirement-planning
Latest
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Retire in Thailand Where 'The White Lotus' Was Filmed
You can retire in Thailand without the hit show's murder and mayhem. Here is how to find real estate bargains and live large with a lower cost of living.
By Brian O'Connell Last updated
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig Last updated
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With High Yields, Do Treasury Bonds Belong in Your Retirement Portfolio?
How Treasury bonds can protect your retirement nest egg. The upside, risk and low-down on T-bonds.
By Javier Simon Published
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Planning for Healthcare Costs: How Financial Advisers Can Guide Their Clients
Here are five ways financial professionals can advise clients to take a strategic approach to their healthcare costs today to help safeguard their tomorrow.
By Jake Klima Published
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Retirement Income Tax and the IRS: What Retirees Need to Know for 2025
Retirement Income Several tax changes are happening that can impact how your retirement income is taxed at federal and state levels.
By Kelley R. Taylor Last updated
Retirement Income -
High-Net-Worth Individuals and Estate Planning Under Trump
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time.
By Ronald “Skip” Skolnik Published
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Preparing for an Inheritance: Don't Let Your Blessing Become a Curse
A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls.
By Mallon FitzPatrick, CFP®, AEP®, CLU® Published
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Caregiving Is a Stealth Retirement Expense for Women: I Should Know
Eldercare takes a toll on everyone, but women's careers tend to suffer more — with dire consequences over the long term.
By MP Dunleavey Published
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The Golden Window: A Top Tax Strategy for the Right Retirees
Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before Social Security and RMDs begin.
By Tony Kure, CFP® Published