It’s back to school season—a perfect time to think about your children’s future. Parents and grandparents should start planning for college costs as early as possible. Most Americans would do…
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Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are a Baby Boomer eyeing retirement,…
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We’re here to help clear up some of the confusion about annuities during Annuity Awareness Month, which happens each June! In the first quarter of 2024, U.S. annuity sales were…
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If you don’t have significant income in retirement besides Social Security benefits, then you probably won’t owe taxes on your benefits. But if you have large amounts saved up in…
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But not every company has one of these plans. As an individual taxpayer with earned income, you have other options available to you in order to save for retirement, including…
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You Have a Young Family Even though the pandemic showed us all the need for financial protection for the family from sudden death or disability, there are roughly 106 million…
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