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When it comes to life insurance, many folks don't think they need it, if they consider it at all. In fact, it's a versatile financial tool that can help to build financial wellness now and for the future.
See More On: Life Insurance | Estate Planning | Financial Planning
For a revealing reality check, take your finances and turn them into a one-page visual representation. This exercise could bring you some much-needed clarity as you near retirement.
See More On: Financial Planning | Wealth Management
When used properly, annuities provide invaluable security, so why aren't more people going for them? A new Brookings Institution study has some insights, and some strong recommendations for consumers.
See More On: Annuities | Making Your Money Last | Wealth Management
Do you know what your break-even age is? It’s the age at which you come out ahead by postponing taking your Social Security benefits. Here's how to figure it out, and what it means for your retirement.
See More On: Social Security | Making Your Money Last | Wealth Management
To find your best tenants ever, you need to be the best landlord ever.
See More On: Small Business | Wealth Management
Once you retire, it's helpful to keep several tax opportunities and tax consequences in mind.
See More On: Tax Planning | Tax Breaks
Take some lessons from the mistakes many retirees made during the downturn that socked stocks in 2008. By adjusting accordingly, you don't have to fear outliving your retirement portfolio, even if you're about to retire.
See More On: Saving for Retirement | Financial Planning | Markets
Sometimes it can be wise (or just pleasurable) to give your assets away while you're still alive.
See More On: Estate Planning | Family Finances | Wealth Management
Yes, millennials have special challenges, but there's a way. Here's some tough-love advice on money and life for millennials from a CPA who is also a millennial himself well on his way to financial independence.
See More On: Saving for Retirement | Saving Money | Wealth Management
Here's some good news for investors: Stronger SEC rules protecting their best interests went into effect on Sept. 10, 2019. Firms have until June 30, 2020, to come into compliance, but here's a look at what's changing.
See More On: Saving for Retirement | Financial Planning | Wealth Management
You might think your portfolio is safe, but are you absolutely sure? A steep market drop could be an expensive wake-up call.
Setting and forgetting your risk tolerance may cause unwanted results in your investment portfolio. Instead, review your risk profile each and every year with these five steps.
See More On: Saving for Retirement | Markets | Wealth Management
Do you think money is all you have to pass on to your loved ones? Not so. Your grandchildren want to know about your life. Learn what, specifically, Americans want to know about their grandparents.
See More On: Family Finances
These all-too-common mistakes are easily avoidable. If you've gotten tripped up, like so many other investors have, here's how to fix the problem before it's too late.
For some people who lose their spouse, it could make perfect sense. For others, not so much. Here's how to judge what could be a prudent approach in this stressful and confusing time.
See More On: Mortgages & Refinancing | Family Finances | Wealth Management
Market volatility isn't something those near retirement can afford to just ignore. They need to have a multifaceted plan to ramp back their risk and protect themselves.
See More On: Saving for Retirement | Wealth Management
Retirement should be a welcome reward for long years of hard work, but unless you prepare now, it might not be the bed of roses you had hoped for.