Personal Finance

Does Passive Income Affect Social Security Benefits?

Would you like to earn money while sipping coffee on your porch, spending time with your grandchildren,...

A couple in their 50's relax in their home on the living room couch, enjoying reading and surfing the internet on their mobile touchscreen phones and computer tablet.

Estate Tax vs. Inheritance Tax: What’s the Difference?

Estate planning involves preparing to leave a legacy after you're gone, typically by transferring your...

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4 Financial Tips to End the Year

2024 is quickly coming to a close putting finances at the forefront. With holiday planning underway,...

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Do Life Insurance Beneficiaries Have to Pay Taxes on Inheritance?

This information is intended for educational purposes only and should not be considered tax advice....

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Annuity vs. Pension: Comparing Your Options

Running out of money is one of the biggest risks you can face in retirement, but you can take steps to...

A person adds a coin to a jar labeled "pension."

Qualified and Nonqualified Annuities: What to Know as You Plan Your Financial Future

Retirement dreams and aspirations are as unique as the individuals who hold them. No matter the...

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Annuity vs. IRA: What’s the Difference?

Planning for retirement is a journey filled with important decisions. Your main focus is likely ensuring...

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Annuity vs. 401(k): Which Option Complements Your Retirement Goals?

Planning for a comfortable retirement is a journey full of important decisions. You want to have a...

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6 Financial Fears and How to Conquer Them

When we’re young, thoughts of ghosts and monsters under the bed are what keep us up at night. But as...

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