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Make Retirement More Fun with Estate Planning

The words “fun” and “estate planning” are not typically used in the same sentence. Most people see estate planning as a chore to muddle through. While choosing beneficiaries and thinking about end-of-life care is certainly nobody’s idea of a good…
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Are My Retirement Assets Protected From Creditors?

Texas offers excellent creditor protection compared to other states. Our Texas bankruptcy laws are better than the federal ones when it comes to protections, but retirement is protected even under the federal program. Until recently, retirement benefits were not protected…
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What Are the Advantages of A Retirement Trust?

Saving for retirement is often a delicate topic for many people. Whether they are worried about when to save, how much to save, or how to save, this is one topic that often has many people perplexed about their future.…
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Moving Overseas? Plan Ahead.

The Wall Street Journal recently provided some guidance for Americans relocating overseas in “Moving Abroad? Here’s the Checklist.” Insurance. These regulations are frequently at the country or state level, so insurance that is valid or that can be sold in one jurisdiction may…
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Trusts from A to Z

Many folks assume that trust funds are only for the rich, however, people in all types of economic circumstances may see a benefit from them. A trust fund is a special legal arrangement that lets a benefactor arrange for certain…
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Smart Strategies for Social Security Benefits Taxes

The issue of whether your Social Security benefits are taxed is based on your "provisional income." This is your adjusted gross income—not counting Social Security benefits—plus nontaxable interest and half of your Social Security benefits. Kiplinger’s recent article, “5 Ways…
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Bonehead Mistakes Retirees Need to Avoid

With the excitement of retirement, money can be the last thing you would have on your mind. However, if you have a careless approach to your money, you can be headed for financial pain. Starts at 60 recently published an…
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Some Surprising Expenses in Retirement

After working hard and saving your money wisely, you’re ready for a successful retirement. Unfortunately, there can be bumps and hiccups with the plans. Nobody wants to be caught off-guard when it comes to saving for the future, so Forbes…
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Retirees Help Us Learn from Mistakes

As you get nearer to retirement, there is more pressure to plan ahead. Kiplinger’s article, “4 Big Retirement Regrets That You Should Avoid,” says that sometimes failure is the most effective teacher. Retirees often consider their regrets and the things…
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Create Your IRA Exit Plan

IRAs, 401(k)s, 403(b)s and other qualified accounts are popular tools for building a retirement nest egg. But after investing and saving with one of these plans for the last 30 years, as retirement nears you may ask yourself, "What should…
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