Markets Are Down: Here's How Your Estate Can Benefit
Your estate can benefit from a refresh every now and then. And that includes how you manage your portfolio in a down market.
This retirement account is an ‘IOU to the IRS' — but here's when it makes sense, expert says
Your pre-tax IRA is subject to future income taxes, depending on your bracket. But it could offer planning opportunities, ...
I’m a Tax Expert: 3 Records You Should Keep Indefinitely Once Your Taxes Are Filed
While it could be tempting to throw away documents after filing tax returns, doing so could put you at financial and legal ...
Retire in Italy for Culture and Beauty
U.S. citizens retire in Italy for a lifestyle of abundance. If you love history, gastronomy, and natural beauty, Italy almost ...
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Small steps, big returns: 5 things to know for financial success in Hawaiʻi
Financial planning is a topic that can seem out of reach for many. This is especially true for those in Hawaiʻi who might feel like they need a large amount of money to get started.
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Best IRA CD Rates for March 2025: Grow Your Retirement Fund
Roth IRA CDs work like Roth IRAs ... Mykail James, CFEI: "I believe in having a plan for whatever the funds are. If it's supposed to be a house fund, and you want to wait for another two years ...
Almost half of Americans ‘aren’t ready to retire’, study reveals — here’s why making a plan for income in retirement is crucial for your golden years
Without a well-defined plan for spending in retirement, Americans could be facing unexpected and unnecessary stress. Allianz ...
I’m 58 and plan to retire in five years. I'm hoping my $2.5 million portfolio produces $80,000 in dividend income every year — Is it too risky to rely on dividends alone to ...
No wonder you’re thinking about retiring in five years. You’re 58 with a $2.5-million portfolio — more than 13 times the $185,000 nest egg most of your peers have saved up, according to the Federal ...
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