Latest
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Retirement Planning That May Help You Enjoy Your Second Childhood
Given inflation, rising interest rates and a possible recession, how can near-retirees feel confident that their planning will ensure a fun and secure retirement?
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Social Security Spousal Benefits After Divorce: Is Income Disparity OK?
When mediating a divorce settlement, a 50-50 split of assets isn’t always equitable when Social Security benefits are taken into account.
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Estate Planning? Four Strategies for Leaving Assets to Your Heirs
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.
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Auto-Callable Yield Notes Are the Income Stream Nobody’s Talking About
Auto-callable yield notes, or ACYNs, let investors diversify their investments and fortify their retirement income when stocks and bonds are letting them down.
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Where Disability Benefits Are Worth the Most: How Your State Stacks Up
Recipients of Social Security disability benefits rely on the monthly check as a vital source of income, but in no state does it match up to the livable wage.
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Caring for Aging Parents Takes Planning Ahead and Patience
Having legal documents in order and planning for the cost of care will help make an already difficult time a little bit easier to handle.
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The Impact of Social Security on Divorced Retirement Income
Social Security spousal benefits can quickly get complicated when remarriages and other circumstances are taken into account. Let’s explore some examples.
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Social Security for Stay-at-Home Moms (and Dads): How to Qualify for Benefits
social security Just because you don't bring home a paycheck doesn't mean you're not working. A stay-at-home parent can get a Social Security check just like any other worker. Here's how.
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Different Approach to Financial Planning Addresses ‘the Missing Middle’
Nontraditional financial planning model allows you to pay for the expenses you incur between now and retirement — the middle of your life — without losing the ability to build wealth.
