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Retirement and Estate Planning: Unmarried Couples vs Married Couples

Although some couples remain unmarried to protect their estates, that strategy may backfire if you end up paying estate taxes….

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Not So Strange Bedfellows: Your Financial and Estate Plans

“It’s important not to look at financial planning in a vacuum. Estate planning is intertwined with the financial plan.” According…

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Baby Boomers May Not Be Thinking About Their Estate Plan

“If you are looking at Baby Boomers, they are looking at what their cash flow will be in retirement,” says…

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Seniors Often Make These Retirement Planning Mishaps

Here are a few of the most common mistakes we’ve seen seniors make in regards to their retirement planning. Sometimes…

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Learn Key Financial Lessons from Fox’s “Empire”

Empire is based on fictitious music company called Empire Enterprises. Lead character Lucious Lyon (played by actor Terrence Howard) is…

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Retirement Planning Advice for Farms and Ranches … and Any Small Business

Small businesses, including self-employed taxpayers, have two choices after year end (2014) to establish and contribute to a retirement plan….

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What Happens to Debts When a Loved One Dies?

Anyone can die leaving debt behind. Spouses and families should help prepare or revise estate plans to address current credit…

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Caregiving Expert Gives Advice on Advanced Estate Planning

“I’m a caregiving expert, with more than 30 years of experience in the field of aging, so you’d think I’d…

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Divorce Will Impact Your Estate Planning

Once you’re divorced one forward moving goal should be to immediately create a new estate plan — a will or…

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Beatles Lyrics May Not Get Same Answer Today with Rising Long-Term Care Costs

“Will you still need me? Will you still feed me? When I’m 64?” The Beatles first released these quaint, clarinet-fueled…

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“House of Cards” on Retirement: You Are Entitled to Nothing

Frank Underwood is not a real person. He’s the crooked politician portrayed by Kevin Spacey in the Netflix series “House…

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Retirement Pitfalls to Avoid

In nearly every way you could make a mistake — for example, saving too late — you can also make…

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