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Why You Need Disability Coverage

A group policy from work probably won’t replace enough of your income to meet your needs. You may think that your financial life is in perfect order. You have a solid plan to reach your goals, including maxed-out retirement savings and enough life insurance to protect your family in case yo …

Ensure you get a tax deduction for that charitable donation

As they say, good deeds are their own reward. Even so, there’s nothing wrong with taking a tax deduction for a charitable donation. Not surprisingly, the end of the year — a time when people like to wrap up loose ends — is an especially popular time for giving. December takes the top spot f …

How to Retire Comfortably While You’re Still in Debt

Retirement plans often involve traveling, socializing and feeling financially secure, but they don’t usually include paying off debt. However, the reality is that many Americans close to retirement will carry debt into their golden years and must plan accordingly.

Think you’re not rich enough to need a will? Think again

Does everyone need a will? And if so, when is the time to get one? “Many people think that they don’t need a will … since they don’t have an ‘estate,’” said certified financial planner Scott A. Bishop, partner with STA Wealth Management. “That is just wrong.

401(k) Secrets: Capitalize On Net Unrealized Appreciation (NUA)

Employer-sponsored retirement plans like 401(k)s offer a lot of savings, investment, and tax advantages, but you have to be paying attention to make the most of them. Some of the best tax strategies with retirement savings can be complex and require a good bit of planning, without which the …

Test Your Annuity Acuity: An Advanced True/False Quiz

Despite wanting and needing more guaranteed income in retirement, many Americans are hesitant to purchase an annuity to provide that income. Some of this hesitancy is due to misconceptions around the products and how they can best be used to support a secure retirement.

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