Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best choice. Even though smaller homes are less costly & easier to maintain, giving up your…
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Gen Z, the generation born between 1997 and 2012, is making its presence – and preferences – known. As of 2023, The U.S. Census Bureau reports that about 20% of the U.S. population falls into…
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There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about tax efficient charitable giving, and…
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Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few years. Does that mean you should get your money out now…
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July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is…
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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
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Lowest Cost States: Should We Move to Reduce Costs in Retirement? Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the…
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The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not provide the risk-adjusted return they seek. Investors who access the markets through a taxable brokerage…
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Do I Really Need a Living Trust? This week on Grow Money Business we answered a listener question about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who…
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Early retirement is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks before 59 ½ years…
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