Latest
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From SECURE Act to SECURE 2.0: Is Your Estate Plan Safe?
The ever-evolving legislative landscape provides both challenges and opportunities when it comes to making plans for your retirement and your estate. A key focus: tax planning.
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How to Decide Between a Roth or Traditional IRA
retirement Deciding between a Roth or traditional IRA means understanding the differences for tax implications and qualifications.
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Is Inflation a Big Retirement Worry? How to Protect Savings
Concerns about how inflation eats into your resources or limits your ability to save sufficiently for retirement are real, but there are four things you can do to cope.
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Longevity: The Retirement Problem No One Is Discussing
Many people saving for retirement fail to take into account how living longer will affect how much they’ll need once they stop working. What should they do?
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Four Sustainable Investments That Could Have a Positive Impact
As we celebrate Earth Day, consider doing some research aimed at transitioning to a more sustainable and responsible portfolio. These four companies are worth a look.
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Don’t Hand Your Retirement Income Planning Over to AI Just Yet
Some are saying artificial intelligence can replace human financial advisers, but even ChatGPT recognizes the value of experience, judgment and a beating heart.
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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.
