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Saying “I Do” Again in Your Golden Years

Saying “I Do” Again in Your Golden Years

A late-in-life remarriage can get extremely complicated, says New Hampshire Magazine in “Navigating Late-Life Remarriage.” This is especially true if you don’t know your legal

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Are You Ready to Take Your RMDs (Required Minimum Distributions)?

Are You Ready to Take Your RMDs (Required Minimum Distributions)?

Kiplinger’s recent article, “FAQs About Required Minimum Distributions for Retirement Accounts,” contains some practical advice to help you comply with IRS requirements. For example, if

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Blended Family Estate Planning

Blended Family Estate Planning

The best time to start estate planning is now—before the plan needs to be implemented, says The Fairfield Bay News in “Estate Planning Tips for

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Can I Retire and Still Pay for My Kids’ College?

Can I Retire and Still Pay for My Kids’ College?

A recent CNBC article, “Saving for college and for retirement isn’t impossible,” says that parents can fund college tuition and retirement if they begin saving

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Start Year-End Planning Now

Start Year-End Planning Now

While considering your long-term investment goals, meet with your team of professional advisors to look at any issues or changes that could impact your typical

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Review Your Tax Returns for Ideas on Improving Your Finances

Review Your Tax Returns for Ideas on Improving Your Finances

You can use the details on Form 1040 to spark discussions about much more than tax planning with your estate planning attorney, says CNBC, in

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Plug Your Nose and Draft a Will!

Plug Your Nose and Draft a Will!

As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s imperative to protect your family

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Check This Checklist and See What You Need to Do for Your Estate Plan

Check This Checklist and See What You Need to Do for Your Estate Plan

People tend to put off estate planning. As a result, they risk dying without leaving their financial affairs in order and handing their heirs a

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Divorce After Age 50 and the Impact on Retirement Plans

Divorce After Age 50 and the Impact on Retirement Plans

There’s an increasing number of older adults who must address this issue. The divorce rate among U.S. adults 50 and older doubled between 1990 and

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Following the Rules in IRA Contributions

Following the Rules in IRA Contributions

If you have money in a stock account or in retirement accounts, you may want to use the stock account to add money to your

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Does Your Estate Plan Include “The Big Three”?

Does Your Estate Plan Include “The Big Three”?

NJ 101.5 recently posted an article, “Here are the important estate planning documents you should have.” It explains that there are generally a “Big Three”

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The Tax Consequences of Life Insurance Death Benefits

The Tax Consequences of Life Insurance Death Benefits

Forbes’ recent article, “Are Life Insurance Proceeds Subject to Taxes?” says that your beneficiary typically won’t be required to pay income tax on death benefits.

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