Key Takeaways Control how your assets will be distributed Name primary and secondary beneficiaries for your retirement accounts Understand that beneficiary forms supersede heirs named in […]

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Key Takeaways The SECURE Act has eliminated the “stretch IRA” provision for many inherited IRAs Many nonspouse beneficiaries must deplete an inherited IRA within 10 years: 10-year rule […]

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Key Takeaways Estate planning can be helpful for any income level Make sure the beneficiaries named in your financial accounts match the intentions set forth in […]

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Key Takeaways Create a budget and track your inflows and outflows Understand the importance of an emergency fund Assess your goals for retirement, larger purchases, and […]

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Key Takeaways Starting a business begins with a well-researched business plan Each type of business structure has its own rules and potential tax implications Operational logistics […]

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Key Takeaways Update information on jointly-held accounts Collect benefits and update insurance and health care policies to reflect your single status Create a fresh long-term plan […]

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Key Takeaways Reduce the interest rate on your student loan with refinancing Leverage the power of compounding by saving more, which can help you earn money […]

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Key Takeaways Use a monthly budget to track your income and expenses  Set realistic goals and be sure to make room for fun Monitor your budget […]

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Key Takeaways Create a budget for paying off student loans  Include investing as a priority even as you pay off student loans Understand your choices to […]

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Key Takeaways A typical emergency fund target covers three to six months of expenses  Consider keeping an emergency fund separate from long-term investments Include emergency savings […]

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