Latest
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Market Downturns Have Upsides: How to Take Advantage
One of the biggest benefits of a market downturn involves shifting market losers into a Roth IRA account to save big-time on taxes in retirement.
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Your Kid Is a New Driver: Will Your Car Insurance Take a Hit?
Most likely, but you can try to lessen the blow by asking about discounts and teaching your child as much as you can before they get their license.Karl
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Is a Roth Conversion Right for You Before the Election?
If you’re concerned about possible tax policy changes after the next president takes office, you might want to consider a Roth conversion now.
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How Can Your Investments Act as Your Financial Safety Net?
A securities-backed line of credit (SBLOC) lets you borrow against your investments without forfeiting their growth potential.
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Seven Financial Mistakes to Avoid in Divorce
From overlooking hidden assets to scary tax surprises, help protect your financial future by steering clear of these common pitfalls during the divorce process.
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How an Irrevocable Trust Could Pay for Education
An education trust can be set up for one person or multiple people, and the trust maker decides how the money should be used and at what age.
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What Assets Should Not Be Placed in a Revocable Trust?
estate planning A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. But what assets should or should not be placed in a trust?
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Five Financial Tips to Help You Plan for the Unexpected
It's impossible to predict the future, but you can still create a financial plan that includes buffers for life's uncertainties.
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This Election, Your Financial Plans Should Focus on Taxes
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden.
