3 min read
Unexpected illness, an emergency home repair, or job loss can create financial turmoil. In the midst of a crisis, withdrawing money from your 401(k) or 403(b) may seem like a good idea. That money is just sitting around anyway and you have plenty of...
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4 min read
In December 2024, Congress passed the “Social Security Fairness Act” which allows some retirees who receive a public pension to collect higher Social...
3 min read
It may look like a typo, but dollar-cost ravaging is a real thing — and a serious problem for some retirees. As you may have guessed, the name is a...
5 min read
Choosing when to file for Social Security benefits is one of the biggest decisions you’ll make leading up to retirement. The timing can significantly...
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If you have a taxable investment account, tax loss harvesting could help you reduce your tax burden. Before the year is out, take a look at your...
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When I was a kid, it annoyed me when relatives I only saw during the holidays would exclaim, “Look at how much you’ve grown!” Now that I’m an adult,...
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With the year coming to a close, now is a good time to do an annual review of your financial health. Here are 10 financial planning items to review...
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To ensure your assets are distributed in accordance with your wishes, detailed financial planning is essential. Without a legal will, up-to-date...
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If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about...
4 min read
Through the end of 2025, only estates worth more than $13.61 million are subject to federal estate tax. Under the current law, only a tiny percentage...
