Paola Peralta
ReporterPaola Peralta is a reporter with Financial Planning.
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Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.February 20 -
The spike in the number of older employees in the workplace reflects a trend over the past decade.February 18
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Taking advantage of catch-up contributions is one of several methods that can help them get back on track.February 12
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The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.February 11
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Pre-retirees are encouraged to save aggressively and create a list of things they plan to spend their money on without remorse, an expert says.February 6
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Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.February 5
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While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.February 4
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"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.February 3
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While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.January 31
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After developing a plan to cover their bills and emergency expenses, clients in a new marriage are advised to start working on their long-term goals.January 29
