Latest
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Have $1M+ Saved? Consider a Financial Planning One-Stop Shop
A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs.
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President Trump's Stances on Social Security and Medicare
Social Security and Medicare programs act as lifelines for millions of Americans, especially seniors. How does Trump stand on these issues?
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Nine Tips to Declutter Your Home Before Your Retirement Move
Planning to declutter your home — whether you're moving or downsizing — can be overwhelming. Here's how to do it.
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What Is the Magic Number You Need to Retire Comfortably?
The dream of retiring comfortably has become more expensive than ever for most Americans, study shows.
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Is 2025 a Bad Year To Retire?
Should you retire in 2025? It depends on on how much you saved, your withdrawal plan and how the country is doing.
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How Women Can Handle Their Growing Wealth Like a Pro
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially. Here's how to keep on winning.
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Tax-Deductible Home Improvements for Retirement in 2025
Retirement Taxes Your aging-in-place plan could benefit from the medical expense tax deduction. But watch out for capital gains and property taxes.
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How IRAs Impact Social Security
Do your traditional IRA distributions count as income that could lower your social security benefits? It depends.
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Fifty-Somethings, Are Your Retirement Savings on Track?
See how your retirement savings compare to this Wall Street guide for people aged 50 and 55, ranked by income.
