Being healthy not only makes you feel good, it may also help you financially. We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy,…
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Follow the rules, and you might get a big federal tax break. Is your annual IRA withdrawal a bother? If you are an affluent retiree, that might be the case. The…
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Take note for 2019. Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act,…
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Future financial needs may be underestimated. If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event…
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Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge…
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What are your options for insuring yourself prior to age 65? If you retire before age 65, you must be prepared to address two insurance issues. One, finding health coverage in…
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Some alterations to the Internal Revenue Code were less publicized than others. Late last year, federal tax laws underwent sweeping changes. Nearly a year later, you can be forgiven for not keeping…
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Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to…
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Unmarried folks need to approach retirement planning pragmatically. In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as a…
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Why you should refrain from making this move. Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that because these loans are not only risky, but injurious,…