Getting out early
Sometimes life doesn’t turn out as we expect. A friend of mine lost her job last year after more than twenty years at th...
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Get tax-smart with reverse rollovers
A lot of people have retirement accounts. Some people use their retirement accounts to build tidy little nest eggs over...
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Watch out for IRA prohibited transactions
When IRAs were first created in the early 1970s, most IRA account holders invested in traditional securities like mutual...
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Take care when you name beneficiaries
Q: My wife and I have finally started to get our estate plan in order. We created a living trust to keep our estate out...
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Financial Planning for End of Life
Q: My father passed away several years ago. My mother is in her late 80's and is in declining health. What should I do t...
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Is Long-term Care Insurance Worth It ?
I believe it was Bette Davis who said, “Old age ain’t no place for sissies.” I was reminded of this recently as I visite...
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Getting started
Q: I recently got married and started a new job and I have decided it is time to start thinking about the future. I am 3...
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What you need to know about portability
One of the great challenges in financial planning is figuring out how to transfer wealth from one generation to the next...
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Family communication helps aging parents
Helping aging parents manage their financial lives can be challenging. Family dynamics and legal constraints can make ev...
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Am I financially prepared for retirement?
Q: I am 67 years old and I am finally getting ready to retire. I have been pretty good about saving money in my IRA and...
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Watch out for fund expenses
I love mutual funds. My wife says I sound like a total investment nerd when I talk this way, but I say it without shame...
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What does PG&E’s bankruptcy mean to investors?
Q: When my mother died, I inherited several hundred shares of Pacific Gas & Electric stock, which she had inherited from...
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