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Why Estate Planning Can’t Be ‘Once and Done’
Most people deem estate planning as unnecessary because the common belief is that it is something that only the wealthy require. However, the truth ... -
Pros and Cons of Gifting a Home to Your Child
Gifts symbolize happiness, recognition, and joy. With real estate prices increasing by the day, many parents consider gifting their house to their children as ... -
Social Security Tips and Traps That You Must Know of
Only working hard and saving money for retirement isn’t good enough today. A satisfying, comfortable, and secure retirement nowadays requires meticulous and smart financial ... -
Preparing Your Spouse for Retirement
Retirement can be difficult and unsettling. However, if you plan meticulously, it can be the best phase of your life. Your planning shouldn’t just ... -
Will vs. Trust: What’s the Difference?
When it comes to safeguarding the future of the next generation, people generally consider various investments, savings options, and assets, both tangible and intangible. ... -
Retirement Bucket Portfolio and Its Importance
Retirement planning is all about adopting the right strategy to suit your personal preferences. A retirement portfolio with diversified strategies can make your investment ... -
Retirement and 529 Changes from the SECURE Act
Retirement is an inevitable journey that everyone has to embark upon at some point in their life. Though planning for retirement may seem easy, ... -
Effect of Taxes on the Social Security Filing Decision
There has been a rise in the number of Americans who depend on Social Security as their financial lifeline after retirement. Social Security is ... -
Important Retirement Spending Tips That You Must Know
Stepping into retirement can seem exciting, as it marks the beginning of a golden period when you can think of an afternoon nap on ... -
Can phased retirement be useful for better retirement planning?
Phased out retirement is the strategy of taking partial retirement benefits while working part-time. In other words, it is a process of slowly migrating ...