Latest
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Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.
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How to Organize Your Financial Life (and Paperwork)
To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort.
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Financial Confidence? It's Just Good Planning, Boomers Say
Baby Boomers may have hit the jackpot money-wise, but many attribute their wealth to financial planning and professional advice rather than good timing.
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Will You Be Able to Afford Your Dream Retirement?
You might need to save more than you think you do. Here are some expenses that might be larger than you expect, along with ways to ensure you save enough.
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Three Steps to Simplify Paying Your Taxes in Retirement
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties.
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More SECURE 2.0 Retirement Enhancements Kick in This Year
Saving for retirement gets a boost with these SECURE 2.0 Act provisions that are starting in 2025.
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Saving for Your Emergency Fund: As Easy as 1-3-6
An emergency fund that can cover six months' worth of expenses is far easier to build if you focus on smaller goals at first.
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The Wrong Money Question to Ask After Trump's Election
If you're wondering what moves to make with a new president moving into the White House, you're being dangerously shortsighted. Here's what to do instead.
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An Investing Plan for This Year: Doing Less Can Lead to More
Achieve more when investing in 2025 by planning to work smarter, not harder. These three strategies can help put you on the right track and keep you there.
