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Financial Planning135 Articles
Tue, Apr 29, 2025
Sell or Rent: What Should I Do With My House?
The decision to sell or rent your house depends on a variety of personal factors. Discover the pros and cons of both options, plus four important considerations that could surprise you.
Tue, Apr 22, 2025
How to Take Advantage of a Market Downturn
Many people forget that market slumps can offer unique opportunities for smart investors—as long as you’re strategic. Help make the most of the silver linings with these savvy moves.
Tue, Apr 15, 2025
Leaving Your Employer? Don’t Forget Your 401(k)
Don’t start a new job without taking action on your past employer’s retirement plan. Discover four options for your old 401(k).
Tue, Apr 8, 2025
Should You Use the Bucket Strategy for Retirement?
One of the biggest concerns on the minds of soon-to-be retirees is: Will I have enough? Discover the bucket strategy and find out if it could help you answer this age-old question.
Tue, Apr 1, 2025
Managing Your Homeowners Insurance Costs
As property insurance premiums continue to grow, use these five tips to manage the burden—so you can stay on track toward your financial goals.
Tue, Mar 25, 2025
5 Special Tax Breaks for Seniors
Could you preserve more of your hard-earned retirement savings with special deductions and credits? Take advantage of these general tax breaks and help ease your overall burden.
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6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.