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Does Financial Fear Have You Spooked? Don’t Cower — Fight
Take a page from the heroes and heroines of scary movies and conquer the monsters that are keeping you from tackling your money fears.
By Neale Godfrey, Financial Literacy Expert Published
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How to Retire Abroad
Cheap health care, relaxed residency requirements and a high quality of life make overseas retirement attractive, but expats have some financial complexities to navigate.
By Sandra Block Published
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Taxes in Retirement: How All 50 States Tax Retirees
Retirement Taxes Find out how income taxes in retirement stack up in all 50 states plus the District of Columbia.
By Katelyn Washington Last updated
Retirement Taxes -
11 Education Tax Credits and Deductions 2023
Tax Credits Education tax credits and deductions are available for college savings, current students, and college graduates.
By Katelyn Washington Last updated
Tax Credits -
Should You Own Crypto if You’re Retired?
Pandora’s box might have just popped open, but let’s take a crack at making some suggestions that could help you to answer that question based on your own situation.
By Evan T. Beach, CFP®, AWMA® Published
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Three Ways You Can Flip the Script on Your Taxes
Does it feel like the tax code is beating you up at times? Instead of accepting that feeling of getting pushed around, here’s how you can pay what you must but no more.
By Scott M. Dougan, RFC, Investment Adviser Published
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Comparison vs Purpose in Financial Planning: Forget the Joneses
Here are some steps to help you focus on the purpose of your own financial planning rather than comparing or trying to emulate what others are doing.
By Frank J. Legan Published
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Social Security Tax Wage Base Jumps 5.2% for 2024
Social Security Wealthier taxpayers will have more Social Security tax taken from their paychecks next year.
By Kelley R. Taylor Last updated
Social Security -
Is a Medicare Advantage Plan Right for You?
Medicare Advantage plans can provide additional benefits beneficiaries can't get through original Medicare for no or a low monthly premium. But there are downsides to this insurance too.
By Jackie Stewart Published
Medicare