Latest
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10 Inefficiencies I Look for on Rich Retirees' Tax Returns
Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning.
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Estate Planning: How Does the Basis Step-Up Rule Work?
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed.
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Will You Pay Taxes on Your Social Security Benefits?
You might, depending on your income, but smart financial planning now can help lower or even eliminate your taxes in the future.
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A Simple Trick for Better Investing: Stop Timing the Market
Investors who stay the course are rewarded for their patience and discipline, enjoying the benefits of compounding returns over time.
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Does a Farm Need a Different Homeowners Insurance Policy?
Homeowners insurance is all about providing the right tool for the right exposure, and life on the farm comes with different risks than life in the city.
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How to Create a Retirement Income Plan to Cover Caregiver Costs
Getting all of your assets to work together is key to having enough retirement income to pay for caregivers and other long-term care needs.
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How One Caregiver Is Navigating a Loved One's Dementia
She's spent many hours doing research and speaking with other caregivers to find her way to resources designed to help caregivers.
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How Trusts Can Be Used to Protect LLCs From Creditors
Combining limited liability companies with domestic asset protection trusts can achieve maximum asset protection.
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Financial Planning Tips for Business Owners Raising Kids
BORKs face specific challenges that other business owners don't, so they need a different approach to their financial plans to ensure their family is protected.
