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Despite the projected increase in health care expenses, clients can expect their total living costs to decline after they retire, as they will owe lower or no income taxes and have fewer items on their budget.
March 7 -
Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.
March 6 -
These products are meant for short- and intermediate-term investing and should carry enough risk to grow and meet the goals over time.
March 6 -
Bridgewater's Ray Dalio, who said his succession plan would take a decade, kicked off the hand-over in 2010.
March 3 -
There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.
March 2 -
An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.
March 1 -
One easy measure stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.
February 24 -
Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.
February 23 -
Advisers might want to steer their practices away from doctors and toward millennials.
February 23