The Latest

Understanding how Social Security benefits are taxed

By Diane M. Wilson CFP®  Understanding how Social Security benefits are taxed may enable retirees to keep more of their benefits. Social Security benefits are taxable if your “provisional income” is…
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Health care costs “the great unknown of retirement”

  Editorial. Sep 25, 2016 Investment News.  It is fairly well-known that Americans are living longer and that medical costs are climbing. How advisers are dealing with these two trends…
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Women Face a Retirement Gap

By Brian O'Connell. There's consistent data in academia and on Wall Street that, for whatever reasons, women just aren't saving enough for retirement – especially compared to men, and face a retirement gap.…
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New IRA rollover rules: Help clients take advantage

New IRA rollover rules by Ed Slott. Bloomberg News. Here’s something you don’t hear too often: Thank you, IRS. New IRA rollover rules will enable advisers to help clients avoid harsh…
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Boomer Women Are Worse Off Financially

By Olivia S. Mitchell. (PHOTO: GETTY IMAGES/ISTOCKPHOTO) Boomer women, now in their 50's and 60's, are doing worse financially than older women in the 1990's.  According to new research with Annamaria Lusardi of the George…
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Claiming Social Security? Check your Financial Knowledge

By Diane M. Wilson CFP® Individuals today make more financial decisions than previous generations.  Previous generations saved for purchases before buying, worked until they could no longer work, and lived in…
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