Latest
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When Deciding Where to Put Idle Cash, Consider These Three Factors
While interest rates remain high, you can put idle cash to work, but be sure to look at the rate of return, security and liquidity of your options.
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The End of Retirement as We Know It
Baby Boomers face a retirement like no generation before them, and rather than being the 'beginning of the end,' it's the beginning of a new life phase.
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The Social Security Conundrum: Take It Now, or Wait Till 70?
Yes, delaying Social Security means a bigger benefit. But when deciding whether it's worth the wait, take stock of these pros and cons. You might be surprised.
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Zombie Mortgages Come Back to Haunt Property Owners
mortgages Here’s what to do if a letter from a law firm arrives out of the blue to warn you that you could lose your house over a mortgage you thought was long dead.
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Four Ways to Prevent Feeling Regret in Retirement
Making financial plans for decades into the future can be daunting, but focusing your efforts is key to achieving freedom, financial and otherwise, in your golden years.
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How Women Can Prepare to Take on Financial Challenges
If you’re not already well-versed in financial planning, it’s a good idea to get there now so you can proactively meet challenges rather than simply react to them.
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Are You a DIY Retirement Planner? Four Things You Need to Know
While saving is a huge part of retirement planning, tax efficiency and estate planning can be just as important, especially once you actually retire.
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Annuities and Tax Planning Boost Retirement Income and More
Smart planning takes advantage of the tax benefits of lifetime income protection through annuities. But wait — there’s more.
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Benefits of Charitable Contributions You May Be Overlooking
There are many tax, estate and income benefits when you donate to charity, especially if you make use of a charitable remainder trust (CRT).
