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I’m 44 with no mortgage and $5 million in savings – how should I invest so I actually enjoy my money instead of just accumulating it?
If you decide to retire early, sustaining your wealth and keeping pace with inflation will be two of your biggest concerns. ...
Saver’s Tax Credit: A Retirement Savings Incentive
The saver’s tax credit helps people who earn modest incomes save more for retirement. Learn whether you qualify for it and the advantages it can provide.
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The importance of financial literacy and consumer education
Having a financial advisor can mean the difference between saving your money at no significant growth or investing wisely ...
Are There Any Tax-Free Investments? A CFP Explains
Unlike Roth IRAs, there are no income limits on Roth 401 (k)s. You can contribute to the account no matter how much you earn.
These Two Issues Are Critical to Efficient Retirement Planning
You're saving hard for retirement, but if you're not thinking ahead about taxes and the cost of health care, your savings — ...