Financial Planning

Financial Planning

One Lump, or None? Retirement Payouts and What’s Best for You

We're getting closer, and some of us are already there.  Retirement - when to take it, how to do it - is a topic all of us seem to want to talk about. It makes sense; when we were in our 30s, we talked about babies and kids, in our 40s it was career changes and houses. And now... retirement. ...
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The Executor Question: Are You Willing to Take it On? Should You?

Call it Executor Duties 101: A Guide to Estate Settlement. Or call it a major inconvenience. If you've never been an executor, you probably know someone who has, and you've likely heard their complaints. Carrying out the terms of someone’s will comes with a lot of responsibilities. While you will most likely work with a lawyer who specializes in estate planning and probate, keeping track of your obligations can feel overwhelming. ...
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4 Keys to a Happy and Prosperous Retirement

4 Keys to a Happy and Prosperous Retirement The goal for retirement is to have a long and happy life you love. It takes more than just money, so do some self-searching well before you retire. A financial planner tells us how.   ...
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Are You a Saver? Many of Us Fall Short

Though they are approaching retirement, 32% of those aged 53 to 62 have no emergency savings, the highest among the different age groups. Are you one of them? ...
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Retirement Reboot: Why Stopping is Hazardous and Downshifting is Smart

There’s gotta be a better way to transition from exhausting commutes and endless workplace demands to sleeping in and having more time to indulge in the things you enjoy. ...
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Battling Age Bias When Job Hunting

Finding a new job later in life can present some challenges when it comes to age discrimination. Here's how to combat them. ...
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Millennials vs. Boomers: Who’s Better with Money?

Millennials are better with money than many older people give them credit for being, a national survey says. Charles Schwab tracked how 1,000 Americans, aged 21-to-75, manage and use their wealth. Their survey assessed four main categories: Goal setting and financial planning; saving and investing; staying financially on track; and having confidence in reaching financial goals. ...
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Boomers and Money: We’ve Got It, and We Spend It

Boomers: We've got money and we know how to use it. Boomers have distinctive spending patterns. They’re buying fewer cars, shirts, and TVs and shelling out more for services such as healthcare, travel, and entertainment. ...
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