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    Financial Planning (13)160 Articles

    529 plan beneficiaries enjoying college

    Tue, Apr 16, 2024

    Your Complete Guide to 529 Plans

    Recent rule changes for 529 plans give investors more incentives and flexibility. We break it down for you here.
    An older husband and younger wife smile at each other while cooking.

    Tue, Apr 9, 2024

    Retirement Planning for Spouses with an Age Difference

    Couples with a significant age gap may have to plan for effectively two retirements. Here are the things to consider.
    Form 1040

    Tue, Mar 26, 2024

    Tax Credits vs. Tax Deductions: What’s the Difference?

    Get the lowdown on exemptions, above-the-line deductions, refundable vs. nonrefundable credits, and savings you might not have considered.

    Tue, Feb 6, 2024

    Could an In-Service Distribution Be a Good Idea for You?

    You might not have to wait until you’re retired to start withdrawing funds from your employer-sponsored retirement account. Is it a smart idea? Discover the potential benefits and drawbacks.
    Young girl in small house

    Tue, Jan 16, 2024

    Should I Pay Off My Mortgage Early or Invest More for Retirement?

    Extra money certainly isn’t the worst problem to have. But when you have a new lump sum, or extra wiggle room in your budget, you’re faced with tough choices – especially if you have a mortgage. Is it smarter to invest your extra cash, or pay down your debt?
    A line of people with their arms outstretched and their eyes closed

    Tue, Jan 9, 2024

    Could Your Health Savings Account Boost Your Retirement Readiness?

    Most people who have a health savings account, or HSA, use it to save money for medical care. The power of an HSA surprisingly goes way beyond taking care of your physical health – it could be the one of the strongest moves for your financial health, too.

    6 Sources of Retirement Income

    Special Report

    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.

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