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Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.
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There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.