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Two Paths to Reliable Retirement Income in Volatile Times
Indexed insurance policies and REIT preferred stock are options that focus on defense but still score financial points even if the markets are down.
By Aaron Gaines • Published
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Perplexed by the Gift Tax? Here Are Answers to 10 Common Questions
taxes Generous gifts can sometimes come with tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
By Joelle Spear, CFP® • Last updated
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Don’t Count on an Inheritance for Your Retirement Plan
Older generations might not be planning to leave you as much as you think they are, and with rising costs, they might not have much left to leave you anyway.
By Justin Grossbard • Published
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With Holistic Estate Planning, Everything’s Under Control
A plan for all your stuff during your lifetime and then at death requires a group of five – yes, five – experts to oversee each at-risk area.
By Lindsay N. Graves, Esq. • Published
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Gen Xers Just Aren't Saving Enough for Retirement
A new report reveals what Gen Xers think they need to save for a comfortable retirement.
By Vaishali Varu • Published
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Trust Provisions Addressing Substance Use Require Flexibility
Parents fearing substance abuse by their beneficiaries can include instructions aimed at deterring addictive behavior and blocking the potential misuse of funds.
By Timothy Barrett, Trust Counsel • Published
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Saving for Retirement Isn’t Enough: You Need a Wealth Plan
To ensure you have a wealth plan in place that will work for you, five key steps can help get you safely to your retirement destination and beyond.
By Bradley Rosen • Published
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Pay the Taxes You Owe and Not a Cent More
Stressing about the taxes you’ll pay in retirement? Here are some ways to help reduce your tax liability when you retire, including managing RMDs.
By Steve Meeks, Registered Financial Consultant (RFC), Certified College Funding Specialist (CCFC®) • Published
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Five Estate Planning Lessons We Can Learn From Elvis’ Mistakes
Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
By John M. Goralka • Published