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Reviewing Estate Planning Documents Upon Marriage

Reviewing Estate Planning Documents Upon Marriage

Many unmarried domestic partners create estate planning documents, often naming each other in various capacities (e.g. executor, agent under a power of attorney, beneficiary of

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Can You Retire When You Want?

Can You Retire When You Want?

You may be frugal and in your 50s. You’re ready to retire. You think you’re ready to stop working now and want to make your

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How Do I Move Funds From a Traditional IRA into an HSA?

How Do I Move Funds From a Traditional IRA into an HSA?

If you’re now on Medicare but had opened a health savings account (HSA) when still working and were covered by a high-deductible health insurance policy,

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Baby Boomer Parents May Not be Leaving You a Bundle

Baby Boomer Parents May Not be Leaving You a Bundle

Surprise! Leaving behind a pile of cash for heirs isn't a top priority for most baby boomers.

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A Few Tips on Retirement Planning

A Few Tips on Retirement Planning

The Motley Fool recent published an article, “3 Things Every Good Retirement Plan Includes,” which can really help your retirement planning. Tax planning. Attaining your

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Estate Battles Can Mean Big Legal Fees

Estate Battles Can Mean Big Legal Fees

Prosecutors in a Texas forgery, theft and money laundering trial asked the court appointed administrator of an estate how an $8 million estate can shrink

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