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The Best Estate Planning Tool You’re Probably Not Using Yet: Why I Partner with Wealth.com

The Best Estate Planning Tool You’re Probably Not Using Yet: Why I Partner with Wealth.com

Estate planning is one of the most overlooked pieces in a financial plan — not because it’s unimportant, but because it feels overwhelming

Best Financial Moves After Receiving a Personal Injury Settlement Check

Best Financial Moves After Receiving a Personal Injury Settlement Check

Just received a personal injury settlement check and not sure what to do next?

How to Double Your Nest Egg in the 5 Years Before Retirement

How to Double Your Nest Egg in the 5 Years Before Retirement

The last 5 years before retirement may be your most powerful years to save and build wealth.

How to Invest Once You Retire: A 3-Bucket Strategy to Fund 30+ Years of Retirement

How to Invest Once You Retire: A 3-Bucket Strategy to Fund 30+ Years of Retirement

Have you ever wondered how you should invest your money once you stop working?

How to Decide Between a Pension and a Lump Sum in Retirement

How to Decide Between a Pension and a Lump Sum in Retirement

Should you take the guaranteed monthly payments or opt for a lump-sum payout?

Why Retirement Savings Explode After Age 55 (and How You Can Retire Sooner Than You Think)

Why Retirement Savings Explode After Age 55 (and How You Can Retire Sooner Than You Think)

What if the last 10 years of your career—age 55 to 65—hold the key to retiring early without sacrificing lifestyle?

What Happens to Social Security If You Retire at 55?

What Happens to Social Security If You Retire at 55?

If you’re planning to step away from work before traditional retirement age, it’s important to understand what this means for your Social Security benefits.

Best Way to Use RMDs Without Paying Unnecessary Taxes

Best Way to Use RMDs Without Paying Unnecessary Taxes

RMD could be costing you — in taxes, lost lifestyle opportunities, and legacy impact.

Best Way to Understand the Social Security Tax Debate in 2025 (and What It Means for Your Retirement)

Best Way to Understand the Social Security Tax Debate in 2025 (and What It Means for Your Retirement)

Social Security taxation catches more retirees off guard than almost any other part of retirement planning.

How to Rethink Retirement Spending: What 5 Million Retirees Taught J.P. Morgan About Saving Smarter

How to Rethink Retirement Spending: What 5 Million Retirees Taught J.P. Morgan About Saving Smarter

5 million retirees uncovered three surprising insights that could completely change how you plan, save, and spend for retirement.