Financial Planning

MoneySmart

Medicaid and Long-Term Care

As care costs rise and insurance remains inaccessible to many, Medicaid may offer essential long-term support—if you know how to…

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MoneySmart

Lowering Taxes on Higher Incomes

From charitable giving to retirement contributions, here are five tax strategies LGBTQ high earners can consider—plus how marriage impacts your…

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MoneySmart

Same-Sex Marriage Uncertainty

The repeal of same-sex marriage rights could have significant impacts on LGBTQ individuals and couples, affecting retirement planning and tax…

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MoneySmart

Take Control of Your Finances

You can overcome your money fears with a solid plan for success.

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MoneySmart

Year-End Financial Planning: Strategies to Set Yourself up for Success in 2025

Get ready for a prosperous 2025 with these essential year-end financial planning tips.

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MoneySmart

Planning for the Unforeseen

Financial emergencies can happen to anyone at any time. It pays to be prepared.

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Columns

Living Within Your Means: And What About Your Savings?

Setting the course for a comfortable retirement—which includes having ample investments from which to draw income—starts by having good savings…

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Columns

Marriage Equality: What It Means for Financial Planning

Given this new Supreme Court ruling, same-sex couples who have tied the knot will now be able to move forward…

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MoneySmart

Chart Your Own Course: A Formal financial Plan Can Provide You With a Customized “Road Map”

When it comes to financial planning, everyone is different.

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