10 Easily Fixable, But Often Overlooked, Financial Planning Items

Planning to Retire in the Next 3-5 Years? What to Consider Today | The Best Way to Protect a Parent from Scammers | How NOT to Deal with Difficult People at Work Created for {EMAIL} | [Web Version]( August 3, 2022 CONNECT WITH KIPLINGER  [LinkedIn]( [Facebook]( [Twitter]( [Building Wealth]( [Youtube]( [Building Wealth]( [SIGN UP]( ⋅ [WEBSITE]( [] Personal Finance [] [10 Easily Fixable, But Often Overlooked, Financial Planning Items]( [10 Easily Fixable, But Often Overlooked, Financial Planning Items]( (Getty Images) It’s easy to let important financial tasks slip your mind, so take a minute to check this list for any to-do items you may have forgotten. It could make a big difference in your bottom line, notes Roxanne Alexander of Evensky & Katz/Foldes Financial Wealth Management. [READ MORE]( Plus: [How Four Households Are Tackling Inflation]( [] Retirement Planning [] [Planning to Retire in the Next 3-5 Years? What to Consider Today]( As you inch closer to retirement, Vanguard's Julie Virta outlines three big-picture things you need to think through to be financially and emotionally prepared. [READ MORE]( Plus: [Hesitant About a Roth Because of the 5-Year Rule? Here’s Why You Shouldn’t Be]( [Your Blueprint for Passive Investing in Real Estate]( You've worked hard to get to where you are today. It's time to begin thinking about investing and expanding your wealth. That's where passive investing comes in. But where do you begin? [This exclusive resource will help you get started](. ADVERTISEMENT [] Scams [] [The Best Way to Protect a Parent from Scammers]( Adult children worried about their parents’ ability to spot and avoid fraud have several options to help protect them, including a durable power of attorney, a guardianship and a revocable trust. Which might be best for your family? James J. Ferraro of Argent Trust Company has some tips. [READ MORE]( Plus: [9 Questions to Ask Aging Parents About Their Finances]( [] Careers [] [How NOT to Deal with Difficult People at Work]( [How NOT to Deal with Difficult People at Work]( (Getty Images) Stuck in a contentious job and don’t know what to do? Attorney H. Dennis Beaver interviews the author of the new book “Getting Along: How to Work with Anyone (Even Difficult People)” for answers. [READ MORE]( Plus: [Should You Ask for a Raise? How to Tell When It's Time]( [Get An Attractive 10% Dividend Yield with Minimal Downside]( Price growth for commercial real estate grew at a historic pace in 2021, learn how The CRE Income Fund pays an annual 10% dividend yield and is a long-term strategy that returns over $25,000 for every $10,000 invested over the next ten years. [READ MORE]( ADVERTISEMENT [] Tax Planning [] [Tax Implications When NCAA Student Athletes Make Money]( Now that college athletes can profit from their name, image and likeness (NIL), they should know those deals for limo rides, free gear and endorsements can come with some strings attached, warns Ron L. Brown of R. L. Brown Wealth Management and Athlete Essentials. [READ MORE]( Plus: [Chasing Athletic Scholarship Dreams Can Be a Costly Mistake]( [How To Diversify Your Equity Portfolio]( Times like today clearly show the value of diversifying a portfolio beyond stocks and bonds. Real estate is one way to do that because this asset class generally doesn't move in tandem with stock and bond markets. [READ MORE]( ADVERTISEMENT [] Also on Kiplinger [] - [12 Reasons to Retire in an RV]( - [10 Bond Funds to Buy Now]( - [Get Kiplinger's Free Tax Tips E-Newsletter to Claim Every Tax Break You're Entitled to on Your 2020 Return]( ABOUT KIPLINGER When we write about money, we get it right. 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