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10 Result(s) in the “Financial Planning” Category


Oct. 15, 2021

Can the Evergrande Issue in China Affect Your Retirement?

You may have heard a lot on the news recently about Evergrande, the troubled Chinese real estate development company. Evergrande…

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Aug. 13, 2021

Three Causes of Decumulation Mistakes in Retirement and How You Can Avoid Them

If you’ve never seen it before, “decumulation” is the opposite of accumulation and is effectively a fancy word for converting your retirement assets into…

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Aug. 6, 2021

Four Ways to Maximize Your Retirement Income and Minimize Your Tax Bill

Because taxes are one of the few certainties in life, tax planning is one of the biggest benefits of retirement…

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Aug. 6, 2021

What are the Chances That You’ll Need Long-Term Care?

New research from Boston College’s Center for Retirement Research shows that not all retirees will require long-term care — especially those who are…

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Jul. 16, 2021

Four Ways to Give Your Home In New Mexico

For many people, the biggest asset they have is their home. Though sometimes retirees have to sell their home as…

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Jul. 7, 2021

What is ESG Investing and Why Should Retirees Care

One of the biggest buzzwords lately in investing isn’t even a word; it’s an acronym: ESG. ESG stands for Environmental, Social, and Governance, and the…

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Jul. 7, 2021

Key Tax Planning Considerations for Retirees and Those Close to Retirement

Nationwide Retirement Institute recently partnered with The Harris Poll to determine how the COVID-19 pandemic may affect retirees and those…

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Jun. 18, 2021

How a Gray Divorce Can Affect Your Retirement

According to research by the Pew Research Center, the divorce rate for American couples over age 50 has doubled in the last…

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Jun. 11, 2021

Four Questions Couples That Want to Retire at the Same Time Should Answer First

For many couples approaching retirement, the idea of retiring at the same time may seem attractive. But beyond the attractive…

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Jun. 4, 2021

3 Tips for Optimizing Tuition Assistance for Your Grandchildren

Many grandparents find themselves wanting to help ease the financial burden of college for their grandchildren. Savings accounts such as…

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