The pros and cons of pooling finances with your significant other Some couples face a difficult (and sometimes awkward) question …
Optimizing Required Minimum Distributions
Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications …
BEYOND RETIREMENT: CONSIDER YOUR OTHER GOALS
Retirement savings isn’t the only financial goal you should consider in your lifetime. There are other milestones that you ought …
Early Retirement Savings Mistakes
We all know it’s important to save for retirement. Even if you’re saving for retirement, some common mistakes might cause …
Are You Fooling Yourself About Your Retirement?
As the old saying goes ignorance is bliss. Though that can have tragic repercussions towards saving for retirement. This weeks …
Estate Planning 101
Tips for organizing your estate to preserve your assets for your designated beneficiaries. Estate planning is not an exercise relegated …
Long-Term Care Costs & Choices
You or someone you love may need long-term care at some point in your life. Planning ahead can help ease …
Debt Should Retire When You Do
While credit cards can be convenient and often come with useful features, it’s important to minimize debt when retirement is …
62, 67, 70: When Will You Retire?
The financial considerations of retiring “earlier” or “later” If you can retire by choice, the question of “when” comes to …
Financial Issues as Retirement Draws Near
Careful planning in the months before retirement can help you ensure a smooth transition. Key Points You should try to …
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