Face Reality: Your Kids Don’t Want Your Stuff!

PLUS: Can You Retire with a Nest Egg That’s Too Big?
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Kiplinger Special Report
BUILDING WEALTH
Time to Face Reality: Your Kids Don’t Want Your Stuff!

Parents often assume their children will be happy to inherit their homes and treasured possessions, but that can be a big mistake, warns T. Eric Reich of Reich Asset Management. Check our do-not-want list to see if you might need to make some changes to your estate plan. Plus: Estate Planning Checklist: 5 Tasks to Do Now, While You’re Still Well

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Can You Retire with a Nest Egg That’s Too Big?

If your retirement plan forecasts a big surplus at the end of your life, your heirs and favorite charities may miss out on thousands – or even millions – when the time comes. Ray E. LeVitre of Net Worth Advisory Group shares how to avoid that. Plus: The First Few Years of Retirement Can Make or Break Your Portfolio

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SPONSORED CONTENT FROM NORTHERN TRUST
How to Relocate with Taxes in Mind
These are Your 3 Financial Advisors in Your Area

Before relocating, it is important to consider the broader impact of the move. Learn how to relocate successfully and establish residency for tax purposes with these variables to consider and action items for changing residency.

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How to Take a Pension: A Math Formula Drives 1 Retiree’s Choice

Ever hear of the pension income ratio? This mathematical formula can help you decide whether it makes more sense to take a lump sum or a series of pension payments. Michael Aloi of Summit Financial explains how it works. Plus: One Size Doesn't Fit All with Pension Payout Options

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It’s Time to Consider Structured Notes for a Portion of Your Portfolio

Trying to generate income while limiting risk in today’s low-interest rate environment is beyond tough. One possibility Mike Haffling of Verus Capital Management is recommending to his clients is structured notes. Plus: What Rob Gronkowski Can Teach Us about Saving for Retirement

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You're Asking the Wrong Financial Questions: Here's How to Fix That

Three of the most common personal finance questions financial advisers get all the time are not the right ones to ask, according to Eric Roberge of Beyond Your Hammock. Here’s how to take those questions and reframe them to get the answers you need to build your wealth. Plus: With Money, What You Do Matters More Than What You Know

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SPONSORED CONTENT FROM DOMINI IMPACT INVESTMENTS
Get Tax Relief While Investing Responsibly

Invest in the right mutual fund, and you become more than an investor; you become part of a community of caring individuals who come together to make an impact based on shared values.

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