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Retirement Planning

How to Retire When You Own a Business

Business owners have a special opportunity when planning for their financial future—when the time comes to retire, they can sell their business and combine those proceeds…
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Retirement Planning

Maximize Travel Rewards on a Fixed Income

Retirement may offer the opportunity for adventure, whether you want to hike in Acadia National Park or visit the Prado Museum in Spain. Traveling doesn't have to be…
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Retirement Planning

From CEO to Volunteer: Reinventing Your Purpose in Retirement

Retirement isn’t just about stepping away from your job. It’s about stepping into something new. For high-achieving professionals whose identities are tightly woven with…
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Investing Basics

Don’t Panic: Making Financial Plans During the Worst of Economic Uncertainty

Economic uncertainty doesn't have to derail your financial future. Having a solid plan can help you stay on track despite market volatility, inflation concerns, and…
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Retirement Planning

Is It Really Early Retirement or Just a Layoff? Here’s How to Decide

You're not far from retirement when you get laid off from your job. Here's how to figure out if you're ready for early retirement or if you should go back to the job market.…
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Saving Money

‘Soft Saving:’ Why Gen Z Is Trading Future Wealth for Present Happiness

"Soft saving"—prioritizing present enjoyment over aggressive retirement planning—is replacing the acronym FIRE (financial independence, retire early) for many…
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Retirement Planning

Are You Living In One of These Top 10 Most Expensive Cities to Retire?

These destinations that offer quality of life, but have a high cost of living Where you retire can have as much impact on your finances as when. In the U.S., the cost…
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Retirement Planning

How Much Does It Cost To Retire in the U.S.?

Deciding Where To Retire? Consider These Financial Factors and States When Making Your Move As they approach retirement, many U.S. residents consider moving somewhere…
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Retirement Planning

Low-Income Retirement Housing: What to Know

Affordable housing options and assistance for retirees can help east the cost of housing For older adults with limited fixed income, housing costs can easily consume…
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Retirement Planning

Worried About Tariffs and a Recession? Here’s What Retirees Need to Know

Trade tensions are stirring up fresh concerns for retirees. While economic uncertainty isn't new, this round of volatility is being driven more by policy changes than…
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Saving Money

How To Set (and Reach) Your First Financial Goal as a Teen

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Personal Budget Management

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Debt Management

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