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Living in Retirement

Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

Manage your retirement income

Life Expectancy in Retirement

A closer look at perhaps the most important assumption of retirement planning: life expectancy.

August 28, 2025 • Mark Riepe

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The Business of Consulting

If you're ready to leave an employer and strike out on your own as a consultant, it helps to plan ahead, set up a separate business structure, and make sure you're properly insured.

August 15, 2025

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Robo-Advisors and Retirement

When it's time to make the shift from saving for retirement to living off your savings, what's a good way to help create a steady stream of income that lasts as long as you do?

August 13, 2025

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Roth IRA Conversion and Taxes

How to make the most of a Roth IRA conversion.

August 12, 2025

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Charitable Gift Annuities

A charitable gift annuity (CGA) allows older individuals to donate a one-time distribution from an IRA to a qualified charity and receive income for life. Here's how they work.

August 11, 2025

Consider tax-smart strategies

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How to Use a QPRT

Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.

August 20, 2025

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Ways to Pay for College

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.

August 15, 2025

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529s Benefit From FAFSA Update

529 accounts owned by someone other than the beneficiary's parent no longer affect need-based financial aid. Here's what to know before you open an account for your grandchild or other family member.

August 14, 2025

Plan your legacy

Estate Planning in Your Prime

It's never too late—or too soon—to start thinking about your estate plan. Here are three elements of estate planning to consider doing early.

September 02, 2025

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Estate Planning: Unwed Couples

How unmarried couples can achieve the same legal protections as those who've tied the knot.

September 02, 2025

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Estate Tax Uncertainties

Three trust types that may help guard against future estate tax changes.

August 20, 2025

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How to Use a QPRT

Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.

August 20, 2025

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Ways to Pay for College

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.

August 15, 2025

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Wealth Transfer While Living

It can sometimes make sense to gift assets to heirs during your lifetime rather after you're gone. Here's what to consider.

August 15, 2025

The latest bond insights

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Lower Bond Yields: You Can't Get There From Here

Kathy Jones

September 05, 2025

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International Bonds Outlook

Collin Martin

August 26, 2025

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Bond Markets at a Turning Point

Kathy Jones

August 06, 2025

Manage your investments

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Bonds

Lower Bond Yields: You Can't Get There From Here

Bonds

Protect your financial and physical well-being

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How to Freeze Your Credit

If you've received notice that your information has been compromised in a data breach, consider freezing your credit right away. Here's how.

September 03, 2025

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Estate Planning in Your Prime

It's never too late—or too soon—to start thinking about your estate plan. Here are three elements of estate planning to consider doing early.

September 02, 2025

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Beware P2P App Scams

What are the risks of peer-to-peer payment apps? Here's what you should know to avoid potential pitfalls and scams.

August 15, 2025

Explore more topics

Social Security RMDs Taxes Investments Trusts Charitable Giving Estate Planning Wills Portfolio Management

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks including loss of principal.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.