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The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.August 28
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Heavily weighting any single stock has the potential to make a portfolio more volatile.March 18
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Although earnings in a deferred annuity will not be included in an investor's adjusted gross income, future withdrawals from the annuity could trigger a bigger tax bill.February 15
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It would raise enough new revenue to more than restore long-term balance of the program.February 13
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Want to have a fulfilling retirement? Employees are advised to set goals and have a bucket list of activities that will make them productive.January 3
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The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.October 12
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The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.October 4
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These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.September 20
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Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many workers will get even less. The question is: how much less?March 8
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Despite the recent market downturn, workers should remain invested in their employer-sponsored 401(k) plan.March 6
