Tag Archive | "planning"

birthday

Birthday Milestones That Can Affect Your Finances

You hit a lot of milestone birthdays when you’re young. There’s your first birthday, of course, and also the one where you turn 10 (finally, double digits!). At 13, you’re a teenager.

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financial, work, estate

Worry About The Right Thing With Estate Taxes

Death and taxes may be the only certainties in life, but death taxes are only a remote possibility for most people.

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retirement, financial, money

Hit By The Virus And Weighing A Raid On Retirement Fund?

Many Americans are struggling financially due to the coronavirus. A recent federal relief package makes it easier for people financially harmed by the coronavirus outbreak to tap into their retirement savings for cash by loosening rules for withdrawals and loans. 

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Hepatitis C, life, retirement

Life & Mortality: How We Plan For Old Age

Older people have to make important decisions about their remaining life years, such as how to invest savings and manage properties, changes in employment status and retirement.

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estate

Your Estate Plan Should Match Your Life Stage

Having and estate plan that matches your stage of life is important. It’s not as simple as your age.

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Beneficiary

Why You Should Get Your Beneficiary Designations Right

when you sign up for a life insurance policy, retirement account such as 401 (K), IRAs, or other investment accounts, you are required to list a beneficiary who will receive the proceeds when you pass.

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