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Things You’ll Regret Keeping in a Safe Deposit Box
savings Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
By Bob Niedt Last updated
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Tips for Managing Money for an Incapacitated Loved One
Choosing a decision-maker before anything happens is crucial. So is getting legal documents and financial planning in order.
By Thomas C. West, CLU®, ChFC®, AIF® Published
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Walgreens Enters Medicare Advantage Market in 4 States
Walgreens is launching Medicare Advantage plans with Alignment Healthcare in select markets in Arizona, California, Florida and Texas.
By Joey Solitro Last updated
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7 Stocks to Give Your Grandchildren
A pick of stocks to give your grandchildren as long-term gifts.
By Dan Burrows Published
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18 States With Scary Death Taxes
Estate Tax Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes that could still hit your heirs.
By Sandra Block Last updated
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Your Retirement Reckoning: Four Questions to Ask
Prepare for your moment of liberation from the daily grind, aka retirement, with the answers to these important questions about your next phase in life.
By Richard J. Leider Published
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Want to Feel Better About Life Insurance? Go Digital
Customer satisfaction with life insurance and annuity products picks up substantially when participants go digital, J.D. Power survey shows.
By Kathryn Pomroy Published
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What to know about the SECURE 2.0 retirement savings changes for 2024
Tax Letter Some of the SECURE 2.0 retirement savings provisions kicked in this year. Others are still to come. Here's what you should know.
By Joy Taylor Published
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Are You Taking Too Much Risk in Retirement?
Use a two-bucket plan, with a protection bucket and a growth bucket, to protect your nest egg from market volatility so it lasts as long as you need it to.
By Joe F. Schmitz Jr., CFP®, ChFC® Published