The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
For much of our lives, our parents are the ones who have to bring up uncomfortable topics. (Just think back — and squirm — to their birds and bees talk. Awkward, right?) But once we become adults, sometimes it’s our turn to start sensitive conversations.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.