Latest
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Eight Tips for Managing Fluctuating Income
Your income might not be regular, but your saving, budgeting and financial planning can be. Business experts offer ideas to manage issues associated with fluctuating income.
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Goals-Based Retirement Planning Is All About You
Instead of focusing on arbitrary market returns, in goals-based planning you focus on your personal needs and wants for your retirement.
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Four Money Mistakes Even Good Grandparents Make With Grandkids
Of course you want to spoil your grandchildren. Who doesn't? You can do it in ways that won't teach them bad habits or set unrealistic expectations, though.
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What to Consider When Starting or Buying a Business
A business book author answers some key questions a budding entrepreneur might have before making the leap to small-business owner.
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Should You or the Trust Pay a Trust's Income Taxes?
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust. What are the pros and cons?
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Developing a Charitable Giving Strategy: Where to Begin
Knowing what to give, how to give and where to give can help ensure your charitable giving aligns with your values and maximizes your impact.
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How to Score a Hole in One With Your Retirement Planning
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from there.
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Is Your IRA an IOU to the IRS? Three Retirement Tax Strategies
These steps, including converting to Roth IRAs, using a Roth 401(k) and leveraging life insurance and annuities, can help reduce your taxes in retirement.
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One Retiree's Story of How She Built Her Retirement Nest Egg
One way to build wealth is to max out your company’s retirement plans, but doing it in tax-efficient ways can make an even bigger difference.
