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Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.March 4
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Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.February 24
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“The advice I give is to calculate the financial impact for each option,” an expert says.February 21
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The HSA has become increasingly valuable for future medical expenses, "and the triple tax benefit simply can’t be ignored,” an expert says.February 11
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Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.February 5
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While it’s recommended they have at least three sources when they retire, just 6.8% of savers have done so, according to a report.February 4
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Ninety-six percent of HSA account holders are depleting their funds on a yearly basis, instead of investing the money for their long-term care.January 29
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The new addition aims to help employees with healthcare expenses now and in retirement.January 23
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A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.January 16
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The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.January 9
