10 Best States To Relocate to in 2024 | Five Tips to Boost Your Financial Wellness This Winter | Gen X Parents: Saving for Retirement and College?
Created for {EMAIL} | [Web Version]( November 30, 2023
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[] Quality of Life
[] [10 Best States To Relocate to in 2024](
[10 Best States To Relocate to in 2024]( (Getty Images)
In spite of high [mortgage rates]( and lean inventory, people are still packing up their belongings and moving to a new neighborhood, a new town or a new state. What are the [best states to move to](, when it comes to safety and quality of living? [] Personal Finance
[] [Five Tips to Boost Your Financial Wellness This Winter](
[Five Tips to Boost Your Financial Wellness This Winter]( (Getty Images)
It's an ideal time to reorganize your resources to navigate today's [challenging economic environment](. Morgan Stanley executive Kate Winget shares five steps to regain control over today's pocketbook pressure and [keep building for a brighter tomorrow](. [Looking for Secure Lifetime Income with Attractive Tax Benefits?](
Supplement your retirement income through a Pomona Plan charitable gift annuity. Enjoy a tax deduction and the security of a fixed income stream from a AAA rated institution. Joint-life annuities and deferred annuities are also available. To learn more, give us a call at 800-761-9899, or click the link below. [Calculate Your Payment Rate]( ADVERTISEMENT [] Retirement Savings
[] [Gen X Parents: Saving for Retirement and College?](
[Gen X Parents: Saving for Retirement and College?]( (Getty Images)
If you're [raising kids](, you may feel squeezed as you save for both your own retirement and college expenses for your children, especially If your [children are getting close to entering college](. Here are a few tips to help you navigate this challenging time. [] Social Security
[] [Social Security Asked You For Money Back -- Now What?](
[Social Security Asked You For Money Back -- Now What?]( (Getty Images)
The Social Security Administration (SSA) has a [$23 billion overpayment problem]( that it's trying to resolve by sending notices to those it overpaid -- and asking for it back. Here's what you need to know about the overpayments and the notices, as well as [what to do if you receive one](. [Help Maximize Your Tax Efficiency in Retirement](
Did you know that according to a recent Athene poll fielded by Kiplinger, about 2 out of 5 people have no plan for minimizing taxes in retirement? [READ MORE]( ADVERTISEMENT Featured Content Sponsored Content from Kiplinger Retirement Report
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[] Taxes
[] [Capital Gains Tax on Real Estate and Home Sales](
[Capital Gains Tax on Real Estate and Home Sales]( (Getty Images)
When selling your home or a [rental property]( at a gain, there are important capital gains tax rules to keep in mind. find out [how your capital gains may be taxed]( (or not) in different situations, including a couple of ways to defer a potential tax hit. [Do You Know The Benefits of CDs?](
CDs allow you to earn interest on your money like other deposit accounts, such as a savings account, but there are some key aspects that make CDs unique. [READ MORE]( ADVERTISEMENT [] Retirement Planning
[] [Not Confident About Retirement Despite Financial Success?](
[Not Confident About Retirement Despite Financial Success?]( (Getty Images)
A recent national survey reveals that even [millionaires]( are worried their savings will fall short in retirement. Barry H. Spencer, RIA, shares the primary reasons [financially successful people lack confidence]( in sustaining their preferred quality of life during their golden years. ABOUT KIPLINGER
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