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Four Keys to Budgeting for Travel in Retirement
Get more out of what you spend on travel by investing it appropriately before you need it and being flexible with your travel dates.
By Evan T. Beach, CFP®, AWMA® Published
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What Happens if You Die Without a Will?
An elder law attorney explains the importance of a last will and testament, beneficiary designations and other critical estate planning issues.
By Patrick M. Simasko, J.D. Published
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
By Donna LeValley Last updated
Medicare -
8 Things You Must Know About Retiring to the Carolinas
retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt Last updated
retirement -
Three Steps for Couples Navigating the Money Maze
Whether you’re combining your finances or keeping them separate, being on the same page and communicating often and regularly are key.
By Kelli Kiemle, AIF® Published
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Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
By Josh Leonard, Investment Adviser Published
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How the IRS Taxes Retirement Income
Retirement Taxes It's important to know how common sources of retirement income are taxed.
By Kelley R. Taylor Last updated
Retirement Taxes -
What's My Social Security Full Retirement Age?
social security The year you were born determines when you become eligible for your Social Security full retirement age benefit. Use our calculator to determine your full retirement age.
By Jackie Stewart Last updated
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If You’re Retired, Do You Still Need Life Insurance?
It depends, but in general people tend to be underinsured early in life and overinsured later in life. Before making any decisions, get a needs analysis.
By Evan T. Beach, CFP®, AWMA® Published