Latest
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What Would Happen if You Put Your Tax Refund in an IRA?
Not only could you get a tax break, but the compounding effect over 35 years could turn the average refund into nearly $14,000.
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Children Can't Afford to Fly the Nest? Here's How to Help
The high cost of living means more adult children are staying at home. Here are four ways to help financially so they can eventually spread their wings.
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A QLAC Does So Much More Than Simply Defer Taxes
Here are the multiple ways you can use a QLAC, from managing retirement risks to creating income for specific retirement needs and wants.
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Self-Directed Brokerage Accounts: Retirement's Hidden Gem?
SDBAs are often overlooked, but they can offer more flexibility and growth potential inside your 401(k) when actively managed by a professional.
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Early-Stage Startup Deals: How Does a SAFE Work?
Investing in an early-stage startup can get complicated fast, so the venture capital industry turns to other investing options. One is a SAFE.
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Should You Hire a Public Adjuster for Your Insurance Claim?
As natural disasters strike more often, insurance clients are asking, 'What should I do, or who should I hire, if my insurance company is jerking me around?'
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Tips to Help Entrepreneurs Create Self-Sustaining Businesses
With the right processes and people in place, a truly sustainable business can be efficiently passed on to a successor and run profitably on its own.
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Navigating Annuity Taxation: A Guide for Financial Advisers
Understanding the essentials of taxation in retirement income strategies involving annuities helps ensure positive outcomes for clients.
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How Google Reviews Can Help (or Hurt) Financial Advisers
Don't leave your Google Business Profile unclaimed — someone else can make changes if they claim it. Also, here's what you can (and cannot) do with the reviews.
