Latest Articles

3 most dangerous myths of retirement planning

Unique Financial Advisors, Founder & President, CFP™, and Vid Ponnapalli •
Kiplinger

Recently I was talking to a good friend of mine, who is in his early fifties, about his retirement planning. I asked him how prepared he was. Here is what he said: “I am all covered. I will retire at 65. I expect my retirement expenses to be 70% of my pre-retirement expenses. I will

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5 tips to start your estate planning today

Taylor Schulte, Founder, Define Financial, CFP, and CEO •
Kiplinger

Estate planning can seem daunting and overwhelming. It may even conjure up negative emotions for some. Perhaps that’s why an estimated 64% of Americans don’t have a will or any type of estate plan in place. Unfortunately, that means a majority of the population is at risk of leaving their families or business partners a

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Best ways to help your grandkids pay for college

Sandra Block, Senior Associate Editor, and Kiplinger's Personal Finance •
Kiplinger

If you’re a grandparent, you’ve probably thought about helping your grandchildren pay for college. The cost of college tuition has risen sharply since the days when your own children went to school, straining family finances and forcing many students to take out loans. One option that’s popular with grandparents is to invest in a 529

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