Retirement
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7 Dirty Little Financial Secrets People Don’t Tell Their Spouses – Or Their Advisors
“Dirty microfinance secrets” aren’t necessarily deceptive, but they can be damaging. Most of the financial behaviors that people keep to…
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But Will the Trend Last? – Center for Retirement Research
Most elderly people want to stay in their homes when and if they need care. In response to this demand…
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Many American families feel like they can’t get ahead financially – and they’re right – Center for Retirement Research
3 persistent myths about employees and income. The Census Bureau’s annual report on trends in household income always provides an…
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Why Can’t I Carry My Passport to Run Jobs?
A few days ago, we had a conversation with our child about what to do if ICE detains him. We…
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The Neglected Role of Tax Deductibility in the Roth Conversion Plan
Most discussions about Roth conversions focus on tax brackets and marginal tax rates. But before the tax bracket comes into…
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Higher Medicare Payments Will Eat Up More than 25% of Social Security’s COLA – Center for Retirement Research
Too much of our national and personal resources are used to pay for health care. In November, the Centers for…
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Marriage Can Be Good for Your Finances – but Avoid These Three Mistakes – Center for Retirement Research
What could go wrong? Being a couple makes it difficult to make your own decisions. According to an economist, another…
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Aging Parents and Finances: How to Protect Them Without Taking Over
For many people, retirement planning ends up going beyond their finances. It begins to involve elderly parents and other relatives,…
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Mandatory Retirement Ages: The Good, the Bad, and Why One Age is Short for Planning
Retirement is not a number. It’s not the bank account balance—and it’s certainly not the age. It is a dynamic…
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New Senior Tax Break – Center for Retirement Research
Part of the recently passed tax bill includes what the administration calls “No Tax on Social Security.” The bill does…
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