Latest
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How Much Money Is Enough to Be Happy? Can You Have Too Much?
The relationship between money and happiness is complicated, but the experts agree on these three eye-opening fundamentals.
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Two Alternatives to Required Minimum Distributions (RMDs)
required minimum distributions (RMDs) If the thought of paying taxes on your RMDs is stressing you out, consider these two options to save on taxes and anxiety.
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Buying an Insurance Policy: Three Ways to Do It
You can buy an insurance policy through an insurance agent or broker or on the internet. Which way works best for you?
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10 Ways Your 1031 Exchange Can Go Horribly Wrong
Don't let your tax-saving strategy become a financial nightmare — discover the hidden pitfalls that could turn your 1031 exchange into a costly disaster.
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From Entrepreneur to Retiree: Boosting Your Business' Value
When business owners contemplate retirement, their first step should be maximizing the value of their biggest asset. Here are a few steps that could help.
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You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
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Three Ways Fiduciary Financial Planners Put You First
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management.
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Investing in Senior Housing: What You Need to Know
As America ages, the demand for homes and care for older folks will increase, presenting some recession-resilient investment opportunities.
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How Long-Term Care Insurance Has Become More Flexible
Today's long-term care insurance offers retirees more appealing options, which can preserve assets and protect the financial stability of a healthier partner.
