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The Benefits of Sharing a Joint Bank Account With Your Parents
Opening a joint account provides a way to monitor an older person’s finances. By Ella Vincent, February 17, 2025, Kiplinger.com According to the National Institute on Aging, six million Americans age 65 and older are living with Alzheimer’s disease. If dementia or...
How to Retire Early Due to Disability or Caretaking
By Jacob Schroeder, February 1, 2025, Kiplinger.com If you must retire early due to disability or to care for a loved one, these six steps can make it work financially. Early retirement may seem like a fortunate break, but for many, it’s far from a choice. Often, it’s...
When to file taxes yourself or get help
Your tax-filing options explained. by Fidelity.com, January 31, 2025 Key takeaways Options for filing taxes include getting free help from the IRS, paying for tax software, or hiring a pro. Whether you go solo or with a tax pro, the IRS says you'll get a refund faster...
Free (or Cheap) College for Seniors and Retirees in All 50 States
By Bob Niedt, in Features Kiplinger.com Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap. As a retiree, you’re already a bonafide graduate of the school of hard knocks — your decades...
How bitcoin may impact your portfolio
Fidelity Viewpoints, Fidelity.comEvaluating bitcoin's potential benefits and risks. Key takeaways Investors may be interested in adding bitcoin to their portfolio for several purposes, including seeking enhanced returns, increasing diversification, and hedging against...
10 Things You Should Leave Out of Your Will, According to Experts
By Erin Bending, Kiplinger.com Are you unclear about the things you should leave out of your will when estate planning? Legal experts share the 10 items to exclude. Many Americans underestimate the importance of estate planning. Roughly 40% of people who don’t have a...
Know the Differences Between Social Security Spousal and Survivor Benefits
By Bob Carlson, Bob Carlson's Retirement Watch, June 16, 2024 Among the most confusing and important Social Security issues are the differences between spousal and survivor’s benefits. Not knowing the differences can cost you or your spouse thousands of dollars in...
How to plan for rising health care costs
Article courtesy of Fidelity See options on how to handle this major expense in retirement. Key takeaways Health care continues to be one of the largest expenses in retirement. Decisions about when to stop working, when to take Social Security, and how to generate...
Nine Key Tips Self-Employed and Gig Workers Should Know About Retirement
By Kiplinger Advisory Collective, July 31, 2024 One of the best parts of gig work or other self-employed work is being your own boss. Not only do you get to set your own schedule, but you also get to set your own rules for how and when your work gets done. However,...
How much cash should you keep in your HSA?
See ways to help you decide how much to keep in cash vs. invest in your HSA. Fidelity.com, April 18, 2024 Key takeaways Health savings accounts (HSAs) are tax-advantaged1 accounts that allow you to pay current bills, save for future medical expenses, and also invest...
Inspiring the next generation
Key takeaways Fidelity.com, April 22, 2004 Consider engaging multiple generations of your family in philanthropic discussions. When working to create a legacy, know the difference between a pledge (where you can change your mind) and a grant (where you can't)....
How This Type of Business Model Could Spur Purpose and Growth For Small Businesses
By Zoe Schlag Edited by Kara McIntyre, Entrepreuneur.com Jan 4, 2024 Whether you're a small business leader deliberating over succession planning and employee engagement strategies or an owner with a vision to establish and lead a values-driven enterprise for...
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