Latest
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Three Reasons Not to Use a Real Estate Agent When You Sell
While this financial adviser doesn’t recommend taking that route, he does see scenarios where it could make sense for you.
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Soon-to-Be Retirees, Beware: Small-Caps Are Cheap for a Reason
Higher interest rates make debt more expensive for smaller companies, and that could become challenging for them if we head into slower economic times.
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The Five Stages of Retirement (and How to Skip Three of Them)
Getting the first step wrong inevitably means you’ll go through stages three through five. Get step one right, and it’s a two-step process.
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How to Report QCDs on Your Tax Return: The Tax Letter
The Tax Letter Qualified charitable distributions, otherwise known as QCDs, can be tricky when it comes to tax reporting. We've got some pointers to help with filing.
The Tax Letter -
Estate Planning For Singles
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here's how.
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Six Financial Actions to Take the Year Before Retirement
Having your income, health care and tax plans in place before you exit the day job can make it more likely that you'll have a happy retirement.
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How Does a Gray Divorce Affect Social Security Benefits?
Can you claim your ex-spouse’s Social Security benefits? The answer is yes, as long as you meet certain criteria.
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Great Wealth Transfer: How Families Can Get on the Same Page
Communication and planning are key to ensure parents and kids are clear about the assets being transferred and how they’ll be used for future generations.
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Four Estate Planning Steps to Promote Peace in Blended Families
The unique dynamics involved when a family includes biological children, ex-spouses and stepchildren mean it’s even more important to communicate and plan.
