Even with less itemizing, there are still documents you want to retain for years to come. Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one…
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And for how long? You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet,…
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Why a middle-woman may end up less ready to retire than a middle-class man. What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than…
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This is the factor that could really build wealth for young adults. Most wealth is built gradually. Sometimes it is built without any great financial sacrifice. You can cite one factor…
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Once away from work, your cost of living may rise before it falls. New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they…
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Setting a strategy down may help you define just what you need to know. Many people save and invest vaguely for the future. They know they need to accumulate money for…
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They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for…
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The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then,…
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This may be one of the best things you can do for your financial health. If you had a chance to save hundreds of thousands of dollars over time…
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Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning…