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Social Security is complicated, and the details are often misunderstood even by those who are already receiving benefits.
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This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.