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Year-End Tax & Financial Planning Opportunities
Year-end tax planning for retirees is an opportunity to think strategically and lower your taxes for this year, next year, and over your lifetime.
How to Tax Plan During Retirement
Approaching retirement and don't know where to allocate your retirement savings? Read this guide with helpful tips from our expert below.
What To Do if You Miss Medicare's December 7 Deadline
The Medicare annual enrollment deadline is approaching fast, but there may be another opportunity for some people.
What the IRA’s IRS Funding Actually Means for Taxpayers
What can taxpayers expect the IRS to do with $80 billion in funding from the Inflation Reduction Act? Our expert shares the four changes below.
Survey: Younger Americans Plan to Get Financial Advisors When They Inherit
Millennials and Gen Xers who expect to receive an inheritance, are likely to seek professional help in managing their money - here's why.
2022 Tech Gift Guide - Empower Seniors to Live Independently
Find gifts the meet older loved one's need for independence, feeling engaged, and being as comfortable as possible.
I QUIT! What Do I Do with My 401(k)?
Once you're independent of an employer, you have four primary options for handling your 401(k) account. Our expert gives the details below.
Year-End Planning Strategies
The end of the year is the perfect time to reevaluate your investment portfolio, including goals, risk tolerance, and liquidity needs.
Top Duties of an Estate Executor and How to Carry Them Out
What does an estate executor do? Our expert explains the responsibilities and outlines how best to tackle them.
Weekly Round Up - Nov. 27 - Dec. 3
Military healthcare, charitable giving, divorce, retirement income, and estate planning - it's all in this week's Retirement Daily round up!
Ask the Hammer: Should I Get a Life Insurance Policy on My Child?
Jeffrey Levine addresses the pros and cons of getting life insurance on your child.
It's All About the Income, Chapter 10: Let's Flex the Plan
In this chapter, author Michael Lynch explores the potential methods to making the most of your income by using your head and trusting your gut.
Take Advantage of Delayed Retirement Credits with Social Security
A guide to delayed retirement credits and why you should delay claiming Social Security.
Women, Divorce and Retirement: Build A Multi-Resource Support Team
Hear from Certified Divorce Financial Analyst (CDFA®) experts about current or next steps for women experiencing divorce.
2022 Year-End Planning Opportunities for Health Insurance
It's almost the end of the year but it's never too late to have some help with healthcare planning.
Investors Should Care About a Company’s Talent Strategy
Our expert explores why investing in talent is crucial to a company's success.
Women, Divorce and Retirement: Divorce Puts Retirement on Hold – Permanently
This ongoing Retirement Daily Special Report spotlights, from the checkbook to the courtroom and beyond, the true accounts of women in retirement following a divorce.
Should My Spouse and I Hire the Same Estate Lawyer?
There are pros and cons to working with the same attorney as your spouse. Here are four scenarios to consider when making this decision.
4 Tips to Know this Giving Tuesday
Our expert shares tips for incorporating charitable giving into your financial plan this time of year.