Wealth Management Strategies for High-Cost Areas
Dreaming of retirement in a high-cost state? This guide provides strategies for maximizing your retirement income, minimizing ...
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Beyond Savings: Holistic Approach to Retirement Planning
From optimizing Social Security benefits to finding purpose in your golden years, this expert advice covers aspects of retirement planning for the average American.
Walmart Is the Worst Dow Jones Stock After Earnings. Here's Why
Walmart stock is sinking Friday as the retail giant's dreary outlook offsets a fourth-quarter earnings beat and dividend hike ...
My Wife is About to Take a Major Step for Her Career. But the Financial Move We’re “Supposed” to Make Leaves Me Terrified.
It sounds like you’re both on the right track, and I love that you’re already thinking about how to maintain your budget and ...
Are Tax Planning And Tax Preparation Actually The Same Thing?
Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?
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State Pension warning as expert tells pensioners to act now
Pensioners have been urged to act now in order to secure their financial future, with experts from Spencer Churchill Claims Advice saying: “Retirement planning isn’t something to leave to chance.
Retiring in New York: Pros, Cons and Tax Implications
New York is one of twelve states that has a separate estate tax. New York’s estate tax exemption is lower than the federal ...
How to Avoid Boredom in Retirement
Why do some people get bored in retirement and others don't? Wall Street Journal Contributor Glenn Ruffenach joins us with the answer to that question plus some tips.
This Boring Retirement Income Source Has Big Tax Benefits
Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...
How young people can avoid the financial pitfalls of previous generations
When young clients come to Naima Bush, a financial guide at the firm Fruitful, she asks them whether they are building ...
‘She’s bleeding her retirement dry’: My friend earns $9 an hour, but wastes money on vacations and massages. What can I do?
Related: ‘No one writes about “rich guy” early retirement’: My wife and I earn $300,000 a year and have $3.75 million. We ...