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Thursday, December 04, 2025

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102 results found for “Financial planning”.

What is tax liability?

Tax liabilities can be a major expense for many households and individuals. Learn the basics of tax liabilities are and how you can help reduce them.

5 essential estate planning documents

Learn why estate planning matters, what five key documents every plan should include, and how they help protect your assets and loved ones.

From Arkansas to Massachusetts: What defines middle income in each U.S. state

A state-by-state look at where a paycheck lands in the middle by household size using 2024 Census data — and what it means for pay, housing, and everyday budgets.

How to find old 401(k) accounts

If you’re among the many people who have left 401(k) accounts behind with former employers, know that money isn’t lost. There are steps you can take to track down your old 401(k) account.

How can I plan for taxes in retirement? Get a Sense Check

Empower's Tony Johnson highlights some key topics to keep in mind for tax planning in retirement, including Social Security, 401(k) withdrawals, capital gains, and charitable giving.

The power of “ambitious budgeting”

One consistent pattern emerges across multiple studies on budgeting: Attempts to curb spending don’t have to be perfect. 

Becoming the 401(k) millionaire next door

The amount of retirement millionaires continues to grow, according to Empower data, with 9.1% of Americans falling into this category of retirement savers.

Tax-smart strategies for year-end planning

Making these efficient moves may potentially help taxpayers lower their tax bill and strengthen their finances over the long term.

How to invest in a 529 plan during uncertain times

Families with 529 plans are face a different kind of homework: figuring out how to keep their education savings on track while markets shift and college deadlines approach. 

401(k) round-up: A guide to contributions, rollovers, and withdrawals

These resources break down key 401(k) concepts, from contributions and matches to rollovers and withdrawals, that can help with making moves toward long-term financial goals.

401(k) loans: What they are and how they work

A 401(k) loan allows people to borrow from the balance built up in their retirement account. Generally, if allowed by the plan, people may borrow up to 50% of their vested balance, for a maximum loan amount of $50,000.

How do I create a solid estate plan? Get a Sense Check

Empower’s Matt Carey talks through must-have documents, trusts, tax-smart strategies, and pitfalls to avoid when creating an estate plan.

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