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Maurie Backman

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0 karma0 postsjoined 6 months ago

🌐 kiplinger.comSource

Financial advisers join the Wealth Wise desk to explain what really happens when grandchildren inherit retirement accounts.

1 day ago

🌐 kiplinger.comSource

Before you write a check or lock money in a 529, understand the key trade-offs among custodial accounts, family trusts, and taxable assets.

2 days ago

🌐 kiplinger.comSource

Vision loss is linked to dementia, yet routine exams aren’t covered by traditional Medicare. Here’s how to protect your eyesight for less.

5 days ago

🌐 kiplinger.comSource

In this edition of Wealth Wise, financial experts reveal how strategic partial conversions and QCDs can still rescue a retiree's estate plan.

8 days ago

🌐 kiplinger.comSource

From preserving capital to Warren Buffett’s golden rule, the Wealth Wise advice column explores how to simplify your retirement fund without sacrificing growth.

15 days ago

🌐 kiplinger.comSource

Setting up the next generation for financial success means looking beyond college tuition. Here is how the experts structure the money.

20 days ago

🌐 kiplinger.comSource

In this week's Wealth Wise column, a 65-year-old couple was pitched $500,000 in life insurance to cover nursing home care. Financial experts weigh in on the catch.

20 days ago

🌐 kiplinger.comSource

If The Pitt’s chief attending, Dr. Robby, has you rethinking the daily grind, it might be time to plan a strategic career pause — before you burn out.

5 months ago

🌐 kiplinger.comSource

In our retirement advice column, Wealth Wise, we help a reader navigate a tough choice: Keep or sell their house, even as she and her husband face health issues.

6 months ago

🌐 kiplinger.comSource

College towns are booming retirement hubs, but experts warn that retirees often underestimate the hidden costs. We break down the options for a couple with $3.2 million.

6 months ago