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What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
By Adam Shell Published
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Don’t Bet Your Retirement on Stocks: Follow These Four Tips
Keep a generous amount of your savings in the stock market, but make stocks only part of your retirement income plan to manage the risks.
By Jerry Golden, Investment Adviser Representative Published
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If You Work in Retirement, Can You Save in a Retirement Plan?
Yes! Well, probably. If you meet the requirements, there are multiple retirement plans you can choose from.
By Evan T. Beach, CFP®, AWMA® Published
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Think You’ve Planned Enough for Retirement? Think Again.
Sponsored A recent Athene survey fielded by Kiplinger found that pre-retirees and retirees are covering the basics but leaving potentially costly gaps in their retirement plan.
By Sponsored Content Published
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13 States That Don't Tax Retirement Income
Retirement Taxes Here are the states that don’t tax retirement income. But that doesn’t mean you won’t pay state taxes on other types of earnings.
By Katelyn Washington Last updated
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What To Do If You're Pushed Out Of Work At 60
A quick guide of how to assess and move forward if you're pushed out of work in your 60s.
By David Rodeck Published
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Too Heavy in Stocks? Annuities Could Be a Rebalancing Option
Annuities, especially multiyear guarantee annuities, offer a way for Baby Boomers to rebalance their portfolios, while providing good rates and tax advantages.
By Ken Nuss Published
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Here’s How You Can Avoid Succession Drama at Your Company
Poor succession planning was at the heart of the HBO show Succession, but this financial advisory business owner is here to help you prevent that from happening at your business.
By Keith Ellis, Investment Adviser Published
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Are Your Heirs Prepared?
With wealth being transferred between generations, a surprising number of heirs are not ready to receive an inheritance.
By Elaine Silvestrini Published