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Recent Articles

Published
Jul 21, 2025
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Social Security

Ask an Advisor: Can I Take My Late Husband's Social Security and Switch to My Benefit at 70?

Published
Jul 21, 2025
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Published
Jul 14, 2025
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Personal Finance

Ask an Advisor: I Had to Pay Extra for Medicare Last Year. How Do I Avoid This Happening Again After a Roth Conversion?

Published
Jul 14, 2025
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Published
Jul 10, 2025
SmartAsset
Personal Finance

Where Millennials Are Buying Homes – 2025 Study

Published
Jul 10, 2025
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Published
Jul 7, 2025
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Personal Finance

Ask an Advisor: I'm 62 and Need ‘Reliable Income' in Retirement. What Investments Do You Suggest?

Published
Jul 7, 2025
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Published
Jun 30, 2025
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Personal Finance

Ask an Advisor: I Have $1M in My IRA. How Much Will I Pay in Taxes When RMDs Begin?

Published
Jun 30, 2025
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Published
Jun 9, 2025
SmartAsset
Personal Finance

Ask an Advisor: We Have $1.4M Saved for Retirement. Can We Afford to Spend $7k Per Month?

Published
Jun 9, 2025
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Published
Jun 4, 2025
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Personal Finance

Here's the Salary It Takes to Live Comfortably in Each U.S. State – 2025 Study

Published
Jun 4, 2025
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Published
Jun 3, 2025
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Personal Finance

We Will Make $360k Combined This Year. Can We Use a Backdoor Roth Strategy to Reduce Our Taxes?

Published
Jun 3, 2025
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Published
Jun 2, 2025
SmartAsset
Personal Finance

I Want to Give Money to My Son and His Wife. How Much Can I Give Without Triggering Taxes?

Published
Jun 2, 2025
SmartAsset
Published
Jun 2, 2025
SmartAsset
Personal Finance

Ask an Advisor: I'm 62 With a $5,100 Monthly Pension and $100k in Annual Expenses. Should I Collect Social Security Now or Delay?

Published
Jun 2, 2025
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