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Should I Take a Lump-Sum Pension Offer?
Choosing whether to take a lump-sum pension offer or monthly payment plan is a highly personal decision—and not always so clear-cut.
What is Financial Planning?
Read this article to learn what financial planning is and gain a deeper understanding of its seven components.
Investing for Monthly Income
If you're nearing retirement (or are already retired!) and considering monthly income investment options, check out this article.
Traditional and Roth IRA 2025 Contribution Limits
IRA contribution limits change on a yearly basis. This post likewise covers both Roth and traditional IRA contribution limits for 2025—and much more!
Financing Education: Coverdell ESA vs. 529 Plans
Coverdell ESA vs 529 plans: Which is better to finance your child’s education? Read this post to find out.
7 Things You Can Do in Your 60s to Better Prepare for Retirement
Whether retirement is still one or a couple of years away, you can take a few strategic steps to better prepare and thus better enjoy your golden years.
Full Retirement Age for Social Security, Explained
You can begin receiving full Social Security benefits upon reaching your full retirement age (FRA). Find out just why it’s so important to know this number.
The Most Tax-Friendly States for Retirees
It’s easy to overlook taxes when choosing where to live in retirement, which is why we assembled this guide to the most tax-friendly states for retirees.
What is a Mega Backdoor Roth IRA?
A mega backdoor Roth is a retirement strategy that allows higher-income earners to save more money for retirement. Learn all about it in this post.