You Inherited a Retirement Account: Now What?
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts.…
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Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root…
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Travel Nightmare: A Father’s Medical Emergency Abroad
Sixty-seven-year-old retired teacher Richard—a Canadian citizen—moved to Puerto Vallarta, Mexico almost a decade ago to enjoy resort-style living. We sat…
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Why Unmarried Partners Should Care About Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an…
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