Around the country, attitudes about retirement are shifting.
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Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
How federal estate taxes work, plus estate management documents and tactics.