Retirement


A Bear Market Can Be a Smart Time to Do a Roth Conversion

There is a tax-smart retirement move that just became less expensive due to...

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How to handle health insurance if you lose your job

For the next few weeks I am going to devote my weekly notes to household...

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Here's How to Plan For a Longer Life

One of the reasons I was eager to write The Ultimate Retirement Guide for...

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Top Priorities for Funding your Ultimate Retirement

Previously, I made the case for how you can refine your spending choices...

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Step 1 to Make Your Money Last

I hear from so many of you who are at least 50 that you are worried you...

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Let Me Help You Create the Ultimate Retirement

Worried about retirement? Well, you’ve got plenty of company. Retirement...

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Conquer Your Financial Fears: Make This The Year

Your money challenges are very personal. You may have a large credit card...

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Your 2020 Financial Road Map

The New Year has just started, and that’s the riskiest time of year as...

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A Home is Wherever You Are

If you’re within 10 or 15 years of retiring I know that it’s likely you...

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Say No Out of Love, Rather than Yes Out of Fear

I know many of you are helping out your adult kids financially. I also know...

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Workplace Benefits: Your To Do List for 2020

Fall is typically when employers announce any benefit plan changes for the...

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Is Your Family Putting Your Retirement at Risk?

Oh, the things we do for love! A recent survey reports that more than half...

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