Many households are considering their financial future this time of year and making planning decisions that will ultimately impact retirement. Follow recent coverage on important resources and mistakes to avoid when planning for retirement.
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Oregon is about to take a small but important first step in solving the nation’s retirement security crisis. On July 1, 2017 the state launched a pilot program of “ OregonSaves” and become first in the nation to begin a state-based IRA program.
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Si bien los hispanos registrarán el mayor incremento en su población de adultos mayores y jubilados para el 2050, según recientes proyecciones de la Oficina del Censo, desde ahora figuran entre las personas con menos liquidez y poca seguridad financiera para la vejez.
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We all rely on advice — from friends, family and, at times, complete strangers. Sometimes you get good advice and other times you get advice that is not in your best interest. But if you get advice from a professional like a doctor, a lawyer or a financial professional, you should be able to rely on knowing that it will always be in your best interest.
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Federal lawmakers will simplify tax planning for many by making certain tax breaks permanent — including one for charitably inclined older investors.
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Let’s face it, for most of us one of the biggest obstacles to saving is that sometimes there isn’t enough paycheck at the end of the month. Even for those of us who educate people about managing their finances, it can get hard when the budget is already stretched thin. Here are a few ways to get you started.
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Asian American Pacific Islander (AAPI) Heritage Month each May is a time to celebrate, reflect on and pay homage to the many generations of Asian Americans and Pacific Islanders who contributed their talents to America’s history. They came here with hopes of getting a slice of the American pie, such as starting a business or securing a good job, and having the financial resources to raise a family and enjoy a comfortable retirement.
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Financial advisers would have to adhere to more stringent standards when giving advice on 401(k) plans, IRAs and other retirement accounts under a rule proposed Tuesday by the U.S. Department of Labor.
Ways to grow your nest egg
Soon we’ll be looking at tax day in the rearview mirror, which is the perfect time to plan for future tax consequences. One strategy that’s especially good for recent retirees is converting part of a traditional IRA to a Roth IRA.
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As tax season draws to a close for another year, you may be among those feeling the pinch from taxes paid on investments. I admit that paying taxes is not exactly my favorite thing, so I always look for ways to be more tax-efficient. Here are three things you can do to keep more of what you earn:
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