Helping aging parents with their finances is an act of love. But it can go sideways. Here are five mistakes adult children commonly make, with tips for avoiding them.
Read MoreTalking to aging parents about long-term care doesn’t have to end in an argument. Here’s how to approach the conversation before a health crisis forces the issue.
Read MoreDiscover practical year-end financial planning strategies to help reduce taxes, boost savings, and start the new year on a firm financial footing.
Read MoreStart the new year right with financial resolutions! Learn how to update your estate plan, reassess insurance, and set smart financial goals for 2025 and beyond.
Read MoreWhat should you do with your old 401(k)? Here are four options, including pros and cons.
Read MoreThinking of downsizing or relocating when you retire? Here are some tax considerations to help you decide.
Read MoreWant a great retirement? Here is a breakdown of the financial areas to consider, including your Kaiser benefits.
Read MoreHere are the 2023 changes to tax rates and retirement plan contribution limits.
Read MoreA QCD enables you to direct your required minimum distributions (RMDs) to charity and reduce your taxable income.
Read MoreTrying to decide between a Roth 401(k) and Roth IRA? See how the differences fit into your financial goals.
Read MoreA financial plan can help you optimize the good times and weather the bad ones. Read this article to understand what your financial plan should include.
Read MoreThe IRS just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020.
Read MoreMake sure to align your vision of retirement with the facts.
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More professional practices (and practice groups) are looking into them.
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If you decide to retire before you turn 65, you may face a gap between having health insurance coverage through your employer and the time at which you are eligible for Medicare, which means it’s even more important to incorporate health care into your financial planning.
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If you have a 401(k) account through an employer and you leave your job or retire, you often have a choice to either keep your money in your old employer’s 401(k) plan or roll over the balance into another retirement account.
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Many people dream of traveling the world or at least vacationing more during retirement since they’ll have more free time. You can better achieve your travel goals by planning for them now.
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This is a financial planning question. It is mathematical, and you can figure it out. It depends on what age you are.
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The answer depends on what percentage of the monthly payout divided by the lump sum and how long your breakeven is.
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Having a good economy is great. It means that your investments are going up. It means you’re going to have more money to spend in retirement.
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