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Five Common Retirement Fears and How to Overcome Them
Are you ready for retirement but uncertain about what comes next? You’re not alone. Proactive planning can help ensure your path to a happy retirement.
By Erin Wood, CFP®, CRPC®, FBSⓇ Published
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Medicare Starts Price Reduction Talks With Drugmakers on 10 Drugs
Negotiations over the Medicare Part D drugs are slated to end in August, with newly negotiated rates announced in September.
By Esther D’Amico Last updated
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Can You Collect Social Security if You’re Still Working?
Yes … but you probably shouldn’t. If you make more than the Social Security Administration’s earnings limit before full retirement age, you could lose benefits.
By Evan T. Beach, CFP®, AWMA® Published
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Caring for Your Aging Parents: A Seven-Step Guide
Caring for aging parents can be draining, but knowing where everyone stands and having critical things in place can at least make the process less stressful.
By Andrew Rosen, CFP®, CEP Published
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7 Things Medicare Doesn’t Cover
Healthy Living on a Budget Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. But Medicare Advantage has problems, too.
By Donna LeValley Last updated
Healthy Living on a Budget -
Before You Retire, Consider These Five Questions
Thinking ahead about what you'll do, how you’ll withdraw from retirement accounts and how you’ll manage health care can save you time and money over the long term.
By Mike Palmer, CFP Published
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Five Big Estate Planning Mistakes and How to Avoid Them
Improper or insufficient estate planning can lead to complications for your loved ones and thwart your legacy. And don’t forget to include your pets!
By Allison L. Lee, Esq. Published
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How Moving Might Impact Your Medicare Coverage
Your Medicare plan’s coverage area will determine if you need to make changes after a move.
By Donna LeValley Published
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What to Know Before Splitting 401(k) Assets in a Divorce: The Tax Letter
The Tax Letter Splitting 401(k) assets in a divorce can lead to unintended tax consequences, there are ways to avoid financial penalties.
By Joy Taylor Published
The Tax Letter