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How retirement planning needs to change in 2021
David Blanchett, Michael Finke, David Lau and Wade Pfau Considering annuities, insurance, new investments and delaying Social Security? GETTY IMAGES/ISTOCKPHOTO With all the changes 2020 brought and a new year around the corner, it may be time to revisit traditional...
The ultimate retirement planning guide for 2021
Bryan Borzykowski@BBORZYKO Josephine Flood | CNBC On the surface, retirement planning hasn’t changed all that much over the years. You work, you save and then you retire. But while the mechanics may be the same, today’s savers are facing some challenges that previous...
3 Maximizers to Help You Make the Most of Your Wealth in Retirement
To get the most out of your retirement, you have to make the most out of your savings. Here are three steps to take as you head toward retirement. by: Hilgardt Lamprecht, CFP®, Certified Kingdom Adviser (CKA®) Getty Images For decades, you (hopefully) set aside money...
The Many Forms of Fixed Income
Looking for yield? Treasuries aren’t your only choice. Provided by Sechrist Financial You want to draw some income while preserving some of your capital. So, you decide to take a look at fixed-income investments. A little research shows you that 10-year Treasury...
Investing During Periods of Inflation
What does inflation mean for your investments? Provided by Sechrist Financial In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift...
Everyone should file taxes this year due to Covid.
It could get you more financial relief Carmen Reinicke@CSREINICKE Steven Heap/EyeEm/Getty Images Tax season is coming up, and this year, in particular, there’s a big reason for everyone to file a return, regardless of how much money they made last year. That’s because...
Tax Planning for Beginners: 6 Tax Strategies & Concepts to Know
Know your bracket, how key tax ideas work, what records to keep and basic steps to shrink your tax bill. Tina Orem Many or all of the products featured here are from our partners who compensate us. This may influence which products we write about and where and how the...
8 Things You Need for an Estate Plan at Any Age
Whether you're in your 20s or 60s, estate planning will give you control over financial and medical decisions. By Kimberly Lankford, Contributor Starting when you're 18 and changing as you progress through life, be sure to review your estate plans throughout your...
4 Reasons Estate Planning Is So Important
It’s all about protecting your loved ones By DONNA FUSCALDO It seems like many people devote more time to planning a vacation, choosing a car to buy, or even selecting a spot to eat dinner than they do to estate planning—deciding who will inherit their assets after...
How Much Life Insurance Should You Carry?
Life insurance coverage may depend on your financial goals and needs. Death, just like taxes, is inevitable though most people may not be keen to dwell on it. But ensuring that you have the right financial resources in place, including life insurance, is important if...