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This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

“You can have a great retirement on $5,000 a month, and you can have a great retirement on $50,000 a month,” says Joe Conroy, ...

Set clear, realistic financial ... thought-out estate plan that spells out how your money will be treated -- and who is responsible for it -- after your death. Because family dynamics differ ...

It's a tale as old as time: family members feeling the need to express how and when you should spend your money. Whether ...

When you reflect on the times baby boomers were growing up post-war, you might look back on them with envy. Everything was ...

My wife used to work, too, but having a dual-income household didn't work for us ... Though the dual-income year was frenetic, it generated a firm financial footing. We built an emergency fund inside ...