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There are some people who would love it if you threw a surprise birthday party for them. They'd enjoy every aspect of it, from the sudden yell of "Surprise!" to being the center of attention to...

Children sometimes thwart our best-laid plans but having extra money in a 529 college-savings plan is a pretty good outcome. Families can end up with leftover college funds for a variety of reasons,...

When retirement is only a year away, it’s hard to not get excited and start daydreaming of your retirement adventures. But even if you’re convinced you’ve saved enough to retire in a year, you’ve...

The five years before retirement can be critical to your planning. While you can almost see the finish line, there’s still time to revisit and readjust your plan, if needed, refine your goals, and...

Kiplinger.com reports that depending on where you are in your journey to retirement, smart retirement planning looks different. Ideally, you should your retirement planning checklist on your first...

According to a recent survey by Goldman Sachs Asset Management and Syntonig, a behavioral research team concluded people who wind up with more retirement savings tend to share four behavioral...

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...

A study published in 2021 in the Journal of Financial Planning found that just 18 percent of newly retired Americans had enough wealth to keep spending at preretirement levels. But almost everyone,...

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor,...