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Financial Planning

Creating a Financially Organized Life

Financing a New Baby: The Cost of Parenthood

Sell or Rent: Deciding What to do With Your Home

Taxes

5 Tax Gotchas in Retirement

Essential Tax Tips for IRAs

How to Get Tax Savings on Charitable Contributions

Retirement Planning

Your Guide to RMDs

Downshifting: Working Longer and Loving It

The 99% Rule for Spousal Beneficiaries of IRAs

Social Security

Social Security, Medicare, and HSAs

3 Ways to Raise Your Social Security Benefit

When to Apply for Social Security Benefits

Healthcare

Healthcare Checklist for Finding the Best Coverage

How to Keep Healthcare Costs Under Control in Retirement

10 Common Medicare Questions Answered

Long-Term Care

Understanding Guardianship for Older Adults

11 Financial Tips to Make Caregiving Easier

How to Pay for Long-Term Care: 8 Strategies

College Planning

Filing the FAFSA: Do it Soon, Do it Right

7 Ways to Help You Cut College Costs

How Can We Afford College? 5 Tips to Figure It Out

Cybersecurity

5 Ways to Boost Your Security Against ID and Credit Theft

Why a Credit Freeze if the Best Response to a Data Breach

How to Know If You’ve Been Hacked

Estate Planning

What If I Die Workbook

How to Avoid Probate

Financial Planning for the Generations

General

50 Things: What A Financial Professional Does for You

What’s Your Money 'Archetype?'

Road to Retirement Handouts