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Eight Steps to Take When Settling an Estate as the Executor

Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting. ....

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From Tax-Deferred to Tax-Free: Navigating Taxes in Retirement

Here are some considerations to keep in mind to help you spend less of your retirement savings and Social Security benefits on taxes. ....

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Are You Prepared for the Evolution of Retirement?

Retirement in the past was a much shorter period, but it could potentially be a full half of your life in the future. How do you plan for that? ....

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How to Measure the Health of Your Retirement Plan

These five key indicators can help you make decisions based on the overall performance of your retirement plan rather than individual variables. ....

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How Do You Build Wealth? Seven Critical Steps

Rules of thumb, one-size-fits-all ideas and trendy tips don’t build wealth, but a strategy tailored for you can help ensure you’re well prepared for the future. We are bombarded with financial advice from various corners, be it the internet, family or friends. While some tidbits may seem sound, they often lack depth and long-term vision, focusing more on immediate gains rather than comprehensive wealth building.Conventional wisdom such as paying off mortgages quickly, maxing out 401(k)s or buyin ....

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