Retirement
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Many American families feel they can't get ahead financially – and they're right – Center for Retirement Research
3 long-standing misconceptions about workers and income. The Census Bureau's annual report on household income trends always provides an opportunity…
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Why I don’t carry my passport with me
A few days ago, we discussed with our child what we would do if ICE stopped him. We told him…
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The Overlooked Role of Tax Deductions in Roth Conversion Planning
Most discussions about Roth conversions focus on tax brackets and marginal tax rates. But before tax brackets come into play,…
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Higher Medicare premiums will consume more than 25% of Social Security COLA – Center for Retirement Research
Too many of our national and personal resources are used to pay for medical care. In November, the Centers for…
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Marriage is great for your finances—but avoid these three mistakes—Retirement Research Center
What problems could arise? Relationships can complicate your decision-making. From an economist's perspective, one of the advantages of marriage is…
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Aging Parents and Finances: How to Protect Them Without a Conservatorship
For many people, retirement planning ends up being beyond their own financial reach. It begins to include aging parents and…
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New Tax Credits for Seniors – Center for Retirement Research
Part of the recently passed tax bill includes what the administration calls “Social Security not taxable.” The bill does not…
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2025 Fire Summary – Retirement at 40
Hello everyone! How are you enjoying 2026 so far? Life in America is getting crazier, but I’m doing okay. I…
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Rose Conversion Timing: Should You Convert Early in the Year? The end? Or, spread them out?
Roth conversions are one of the most effective planning strategies for managing taxes throughout your life. If used correctly, they…
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8 reasons why financial solutions fail (and what actually helps)
Every year, millions of people make financial decisions: save more, spend less, get out of debt, and finally get “serious”…
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