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Considering Prepaid Funeral Plans? Read This First.
In this post, we’ll outline prepaid funeral plan options and present alternatives to help you decide whether or not to pay for funeral expenses in advance.
Lease Buyouts: A Comprehensive Guide
This post discusses what lease buyouts are, how they work, whether you should buy out a leased car, and much more.
Tax-Efficient Retirement Withdrawal Strategies
Withdrawing your retirement funds in a tax-efficient manner, selecting which accounts to draw from and when, can help you preserve additional wealth.
What You Should Know About the New Jersey “Exit Tax”
Considering leaving New Jersey to embark on your retirement in less expensive environs? You’ll need to account for New Jersey's "exit tax."
What Is the Rule of 72, and How is it Used?
The Rule of 72 can help you make informed decisions about saving, investing, and planning for the future. Read more about the rule here.
What is a Fiduciary Financial Advisor?
What are fiduciary financial advisors, and how do they differ from other financial advisors? Read our post to find out.
What to Do If You Survive Your Spouse: A Financial Checklist
It’s extremely difficult to disentangle the finances of a spouse following his or her death. This post will help.
Read This Before Downsizing Your Home for Retirement
As many retirees who downsize reap less profit than what they had originally anticipated, consider taking these steps to align your expectations with reality.
Is Your Financial Advisor Switching Firms? Evaluate Your Options
If you recently learned your financial advisor is switching firms, check out this advice before committing to next steps.