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10 Riskiest Places to Give Your Social Security Number
social security Here's how to lower the chances of your number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston Last updated
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Is a Roth Conversion for You? Seven Factors to Consider
The taxes you’re facing on your tax-deferred retirement savings don’t have to be so daunting. Check here to find out if you're a candidate for a Roth conversion.
By Joshua Taffer, CEPA Published
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Three Steps Help Ensure Your Money Lasts in Retirement
With people living longer, retirement lasts longer, and that means we can’t afford to run out of money before we run out of life. What to do?
By Kelly LaVigne, J.D. Published
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5 Financial Tips for Newlyweds
Making Your Money Last Knight Kiplinger offered his sage advice on money matters for the recently (or soon-to-be) married.
By Knight Kiplinger Last updated
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You May Be Eligible For More Family Leave, Depending On Where You Live
Increasingly, states are stepping in to offer family leave options for caregivers.
By Sandra Block Published
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How Net Unrealized Appreciation Helps Save More of Your Retirement Savings
If you have employer stock in your 401(k), net unrealized appreciation is a strategy to minimize your taxes.
By Joy Taylor Published
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10 Things to Know About Working in Retirement
Working in retirement could give you more money but also could impact some benefits.
By David Rodeck Published
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Health Care Costs in Retirement: Budgeting for a Healthy Future
Many factors affect your health care costs as you age, including where you live, your Medicare selections and whether you have long-term care insurance.
By Brandon Hill Published
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The Cost of Loneliness in Retirement
For older adults, accounting for the cost of loneliness is just as important as financial planning.
By Jacob Schroeder Published