Retirement
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Take Charge of Retirement Spending With This Simple Strategy
To make sure you're in control of retirement spending, rather than the other way around, allocate funds to just three purposes: income, protection and legacy.
By Mark Gelbman, CFP® Published
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How Couples Can Manage Different Retirement Timelines
Staggered retirement is increasingly common, but it can create financial and emotional challenges.
By Sandra Block Published
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How Much Money Is Enough to Be Happy? Can You Have Too Much?
The relationship between money and happiness is complicated, but the experts agree on these three eye-opening fundamentals.
By Evan T. Beach, CFP®, AWMA® Published
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Annuities: What They Are and How They Work
Annuities are becoming more popular among savers who want peace of mind and a regular stream of income in retirement.
By Jacob Wolinsky Last updated
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Medicare Advantage Costs Expected to Decrease 6.75% in 2025
Most Medicare Advantage enrollees who remain in their plan will see lower or no increase in their premiums in 2025.
By Joey Solitro Last updated
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32 Ways to Earn Extra Cash in 2024
business Check out these cool side hustles to earn bonus bucks this year.
By Bob Niedt Last updated
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Two Alternatives to Required Minimum Distributions (RMDs)
required minimum distributions (RMDs) If the thought of paying taxes on your RMDs is stressing you out, consider these two options to save on taxes and anxiety.
By Joe F. Schmitz Jr., CFP®, ChFC® Last updated
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401(k) 'Super' Catch-Up Contributions Are Coming in 2025
New for 2025, employees 60 to 63 can save an additional $11,250 in their 401(k), but should they?
By Donna Fuscaldo Published
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Five Year-End Strategies You Can't Afford to Miss
Instead of making New Year's resolutions, consider making some money moves that could help save you big bucks on your taxes.
By Sevasti Balafas, CFA, CPWA® Published