Latest
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Why Older Adults' Best Investment Might Just Be A Puppy
Owning a pet can help people age better and keep their minds sharp.
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Annuities Are the Swiss Army Knife of Personal Finance
Different types of annuities reduce risk by building tax-advantaged savings or guaranteeing retirement income.
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Three Ways Women Can Prepare for Longevity in Retirement
Living longer often leads to more financial challenges, but proper planning can help women enjoy a long, successful retirement.
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Volatility Doesn’t Have to Spell Retirement Planning Trouble
Inflation, rising rates and market gyrations can actually make this a good time to clarify your vision for the future and ensure your portfolio matches those goals and protects against risk.
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Eight Types of Trusts for Owners of High-Net-Worth Estates
Trusts can help high-net-worth people protect assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
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Four Steps to Help You Have a Comfortable Retirement
Planning for retirement can be daunting, but the plan is what makes it more likely you’ll get to spend retirement relaxing and doing the things you love.
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Prepare for 2026 Estate Planning With SPATs, SLATs and DAPTs
The estate tax exemption is set to drop significantly in 2026, but these alternative tongue-twisting tax-savvy trusts could help.
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12 Cheapest Small Towns to Live In
real estate The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
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Estate Planning and Unequal Inheritances: Talking Is Key
Open communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
