Latest
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Five Things Federal Employees Should Know for Retirement
Knowing the ins and outs of retirement is challenging, especially for federal government employees.
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How to Fix Social Security and What to Do While We Wait
Here are four proposals to modify the Social Security program and to ensure the program keeps going strong for future retirees.
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Want Your Financial Future to Look Brighter? Here’s Where to Start
While we personally don’t have control over some of the biggest financial worries, there are strategies we can use to weather the risks and achieve a successful retirement.
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Are Roth IRAs Really as Great as They’re Cracked Up to Be?
While a Roth IRA is an excellent tax strategy, that doesn’t mean you should underestimate the benefits of a traditional tax-deferred retirement account.
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Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters, as one man's recently publicized issue shows. This enrollment checklist flags important info you need to know.
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Social Security Optimization If You Save More Than $250,000
When you choose to take benefits will make a difference in how your income and assets play out over many years. Let’s explore some scenarios.
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Can My Pension Trigger a Retirement Tax Bomb?
Key planning strategies like asset location and Roth conversions can dramatically reduce the taxes you pay throughout retirement and your heirs’ tax liability.
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Joint Account With Rights of Survivorship and Alternatives Explained
inheritance Joint accounts may seem like an effective way to prepare if parents need help with finances as they get older, but unexpected problems could crop up.
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How to Get Your Long-Term Care Planning on the Right Track
Many of us are not as prepared as we should be, but it’s not too late. Taking these steps today can get you started on planning for your long-term care.
