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Planning your retirement? Five questions you should ask.

It may be startling to think about, but with many retirements lasting 20 to 30 years or longer, you could actually spend a third or more of your life in retirement.

No kids, no plan? Bad idea.

Often, financial planning – especially estate planning – is focused on children and heirs. But if you have no children, your financial planning needs are different from families with children. What have you and your partner potentially overlooked?

Decoding financial advisor certifications

Confused about what seem like secret codes following the names of financial professionals? We’ve decoded some of the most common financial certifications and the expertise that each represents.

Are You Ending 2016 Healthy, Wealthy, and Wise?

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.

The giving season: Six tips for making smart and effective charitable donations this holiday season

The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent.

IRA and Retirement Plan Limits for 2017

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2017 is $5,500 (or 100% of your earned income, if less), unchanged from 2016.

Plan For All Seasons

Everyone knows the four calendar-based seasons, but the four financial seasons – accumulation, pre-retirement, retirement and legacy – may not be as widely recognized. Do you know which season you are in?

Six potential 401(k) rollover pitfalls

You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble free, there are some pitfalls you'll want to avoid.

Understanding the Net Investment Income tax

It's been around since 2013, but many are still struggling to come to grips with the net investment income tax. Here's what you need to know.

Wealth due to inheritance

If you're the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the size of the bequest or the diverse assets you've inherited. You'll need to evaluate your new financial position, learn to manage your sizable assets, and consider the tax consequences of your inheritance, among other issues.

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