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Four Sustainable Investments That Could Have a Positive Impact
As we celebrate Earth Day, consider doing some research aimed at transitioning to a more sustainable and responsible portfolio. These four companies are worth a look.
By Peter Krull, CSRIC® • Published
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From Yogis to Jimmy Buffett Fans, There's a Niche Retirement Community for Almost Everyone
Niche retirement communities, where people come together over shared affinities, are becoming more abundant.
By Eileen Daspin • Published
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Should You Invest In a Retirement Community?
A look at the retirement community property market for investing in a 55+ community.
By Laura Vecsey • Published
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Don’t Hand Your Retirement Income Planning Over to AI Just Yet
Some are saying artificial intelligence can replace human financial advisers, but even ChatGPT recognizes the value of experience, judgment and a beating heart.
By Jerry Golden, Investment Adviser Representative • Published
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'Gray Divorces' Can Upend Your Retirement Plans
Ending a marriage later in life with a gray divorce creates financial challenges for those involved.
By Alina Tugend • Published
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Tax Changes and Key Amounts for the 2023 Tax Year
Knowing the tax changes that apply for the 2023 tax year will give you a step up in planning and can impact your bottom line.
By Joy Taylor • Last updated
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Why Older Adults' Best Investment Might Just Be A Puppy
Owning a pet can help people age better and keep their minds sharp.
By Yvette C. Hammett • Published
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Annuities Are the Swiss Army Knife of Personal Finance
Different types of annuities reduce risk by building tax-advantaged savings or guaranteeing retirement income.
By Ken Nuss • Published
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Three Ways Women Can Prepare for Longevity in Retirement
Living longer often leads to more financial challenges, but proper planning can help women enjoy a long, successful retirement.
By Bradley Rosen • Published