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Retirement
Financial Prep to Pursue Your Passion Project
It pays to make sure your passion project will be financially viable, and perhaps even profitable, after you retire.
Even if you have big ambitions going in, a lot of avoiding burnout comes down to pursuing your passion in a way that aligns with your resources.
Retirement
Strategically Grow Your Retirement Fund
Maxing out IRA contributions can be an important part of your retirement investing plan.
Maxing out Roth IRA contributions may be the best plan if you expect to be in a higher tax bracket when you retire.
Retirement
What You Should Know About Social Security Survivor Benefits
Understanding what Social Security may pay to your survivors is a key part of legacy planning.
From the day you begin paying into it, a portion of the taxes collected for Social Security are set aside to provide a form of life insurance for your spouse and dependents.
Retirement
Unique Retirement Challenges Women Face
Discover some of the challenges women face in their retirement planning, from wage gaps to caregiving.
According to one recent survey, only 19% of women felt confident they were on track to retire without running out of money, compared to 35% of men.
Investing
Self-Directed Investing Fundamentals
Even with a self-directed account, a professional approach can help you successfully manage your portfolio.
Even as tools like direct-investing apps and robo-advisors have become increasingly popular, many investors are realizing that doing it yourself is as much of a responsibility as an opportunity.
Home
What to Consider When Buying a Second Home
Learn how buying an investment or vacation home differs from purchasing a primary residence.
Second homes and investment properties require higher reserves and more of a down payment than a primary home, and you need to be prepared for that upfront.
Retirement
Learn the Basics with Retirement Income 101
Our experts share basic tips for managing your money just before and after you retire.
How you want to spend your retirement may be unique and can even change over time, but the need to cover day-to-day living expenses won't.
Security
The Importance of Watching Out for Scams
Can you recognize impostor scams and scam callers?
Learn to recognize the signs of a scam call so you can protect yourself and your money from a social engineering attack.
Retirement
How to Manage Retirement Money in Uncertain Times
If you're on a fixed income or are about to retire, managing your money effectively is a necessity.
Your retirement is as good as your plan.
Home
ARMs Versus Temporary Buydowns
When looking for a lower interest rate on a loan, shop around and consider all options before deciding.
Not all loans are created equal.
Insurance
Do You Need AD&D Insurance?
Consider buying insurance to protect your family's finances in case of an accident.
You could purchase an accidental death and dismemberment policy by itself, although it's generally offered as an add-on to a basic disability or life insurance policy.
Retirement
When Will You Be Able to Retire?
It's all about having a plan that matches your goals and circumstances.
Before you know whether you'll have enough money saved to retire, you need to have an idea of what your dream retirement looks like.
Home
How Do Home Construction Loans Work?
Home construction loans are quite different from standard mortgages. Here's how.
Unlike a mortgage, a construction loan acts more like a short-term line of credit.
Family
6 Tips for Handling Finances in a Blended Family
Pay particular attention to beneficiary and estate planning.
Family dynamics are easy to overlook because they're not directly related to money, but they could be a big impetus for separating or protecting assets.
Family
Say More, Risk Less: What to Tell Your Financial Advisor
Open conversations about what's happening in your life can deepen the value of financial advice.
While these questions may seem personal, from a planner's point of view they're standard—and important.
Retirement
Test Your Retirement Plan Before You Retire
You can stress test or even test drive your retirement plan to determine whether it still fits your desires.
What is your purpose, what is your passion? We ask a lot of these questions to get to know you.
Showing 81 - 96 of 349 results
Showing 81 to 96 of 349 results
