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One tip for younger clients is to create multiple income streams that are subject to varying tax treatments.
December 13 -
Failing to enroll in a health care plan and taking on a hefty student loan debt are just two of the most common blunders younger clients should avoid.
December 11 -
"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.
December 10 -
Of all the end-of-year financial faults affecting workers, this one could cause them to end up working longer than they had intended.
December 6 -
Medicare savings programs, discounts on prescription drugs and rental assistance are a few ways retirees can lighten their load.
December 5 -
Vesting schedules applies to the type of money, not on the exact amount that was deposited, according to an expert.
December 4 -
Helping clients develop a solid investment strategy is an important step to help them survive market volatility.
December 3 -
Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.
December 2 -
Early and consistent saving may not be enough to safely leave the labor force for good.
November 26 -
With pensions gradually disappearing, more retirees will have to rely on 401(k)s.
November 25