Latest
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Five Things I Wish I’d Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
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Retirees’ Anti-Bucket List: 10 Experiences You Don’t Want
Your retirement bucket list is no doubt packed with fun stuff, so let’s discuss how to help ensure you don’t get blindsided by things that could be prevented.
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6 of the Worst Assets to Inherit
inheritance Leaving these assets to loved ones may be more trouble than it’s worth. How to avoid adding to their grief after you're gone.
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6 of the Best Assets to Inherit
inheritance If you really want to help your heirs out, these are some of the best assets to leave them.
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The Holidays Are a Time for Sharing (Your Wishes)
While cognitive decline isn’t the most festive topic to bring up during a holiday get-together, getting the conversation started now can ensure everything is in place if, or when, something happens.
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Four Tips to Keep Your Wealth Transfer on Track
Incorporating family legacy planning into your financial plan is crucial to ensure the next generation knows how to serve as good stewards of the family’s wealth.
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How to Prepare for Upcoming Estate Tax Law Changes
High-net-worth families have time to take advantage of higher estate and gift tax exemptions before they’re significantly reduced if provisions of the Tax Cuts and Job Act are allowed to sunset.
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Are You Going to Be OK in Retirement? Here's How to Answer Yes
This financial adviser scoured more than 70 years of retirement research to identify five key risk areas to focus on when planning for retirement.
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How Finances Can Improve for Retirees — and the Next Two Generations
Hypothetical retirees from 2017 are in much better financial shape today, thanks to annuities and higher interest rates. Their kids and grandkids stand to also reap the benefits.
