A will or a trust can help protect the loved ones you leave behind. But don’t neglect another crucial estate-planning task: naming beneficiaries for your various investment and bank
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Want to implement SMI’s Upgrading strategy via your workplace retirement plan? You'll have to overcome several obstacles.
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If you're a federal employee, take advantage of the Thrift Savings Plan. The government offers broadly diversified funds and matches employee contributions.
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Investing in your employer’s stock via a company retirement plan carries some risk. But it also comes with a special tax advantage.
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Many investors think of Social Security benefits as akin to bond holdings. That may not be such a good idea.
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Widows often need personalized, objective financial advice. We want to help them get it.
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Ken Dychtwald has long been one of America’s leading researchers on the topics of aging and retirement. With the publication of his 17th book this year, “What Retirees Want: A Holistic View of Life’s Third Age,” he spoke
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A "tax threshold" is a point at which a taxpayer crosses from one level of taxation to another.
Something similar happens with Medicare. Above a certain level of income, the premiums charged for Medicare Part B go up.
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A number of years ago, Dilbert cartoon strip creator Scott Adams penned a Wall Street Journal article that sparked some debate about the value of goal-setting. He didn’t pull any punches, telling readers, “Goals are for
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A financially secure retirement doesn’t just happen. Careful planning and wise investing are crucial to making your retirement years golden.
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