Why Taxes Are Stressing Americans’ Retirement Plans
Retirement preparedness has taken a hit for many Americans, as stubborn inflation, rising medical premiums, and high interest rates…
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Record Number of Americans Tapping Their 401(k) Early, According To New Study
More Americans are tapping their 401(k)s to cover short-term expenses. A recent Vanguard report found that 6% of 401(k)…
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So Much Noise; which government economic reports Can I Ignore?
If you watch the financial news, you might feel overwhelmed by all of the statistics that now dominate these…
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Tax Day: Study details how older Americans are planning to use Their Refund
Today is tax day and many Americans — particularly those approaching or already in retirement — are taking a…
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Why More Seniors are Working Past Retirement Age
More Americans are choosing to work past normal retirement age. As of 2023, nearly 1 in 5 adults ages…
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I’m an estate planning lawyer; here’s what your family needs after you die
Many people avoid conversations about estate planning because the topic of our own mortality is uncomfortable, it seems too…
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When Your Kids Move Back Home – And Take Your Money
When you work hard to save for college and send your kids off to get a degree, your hope…
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A ‘confidence expert’ provides a guide to changing your career
Whether you’ve already retired and you’re seeking a way to stretch your retirement income, or you’re ready for a…
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What are ‘brushing scams’ & how to protect yourself
You go to collect the mail, and among the bills and flyers sits a small package. It has your…
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The X Factor: Gen X becomes the most influential global consumers, according to study
The Boomers and Millennials and, to a lesser extent, Gen Z, have gotten all the headlines and marketing campaigns…
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From Florida to NY – 7 great places to travel with extended family
As spring is here and summer travel planning season is upon us, more than 50% of parents said they…
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Elder Fraud: How to Spot and Avoid Common Scams
Chances are you’ve received a call, email, or text message from a scammer before, even if you didn’t realize…
