Financial Articles
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How to Give Like a Billionaire When You Don’t Have Billions to Give
How to Give Like a Billionaire When You Don't Have Billions to Give Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world's wealthiest individuals and couples have committed to…
Ten Year-End Tax Tips for 2019
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to plan Effective planning requires that you have a good understanding of your current tax situation,…
Do independent living communities differ from continuing care retirement communities?
Independent living communities, also known as rental retirement communities, offer housing options for active seniors and retirees who require little or no assistance with daily activities. Most independent living residents desire an environment where they don't have to be concerned…
What are continuing care retirement communities?
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs offer residents a continuum of care throughout their lives. Typically, you enter a CCRC as a resident…
Three Regrets of Retirees
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their lifestyles to compensate for financial shortfalls.1 Considering their most common regrets may help you avoid…
Social Security: Shoring Up America’s Safety Net
Social Security: Shoring Up America's Safety Net Ever since a legal secretary named Ida May Fuller received the first Social Security retirement check in 1940, Americans have been counting on Social Security to provide much- needed retirement income. For many…
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