Wealth-management
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Net Worth Calculator
Tools If you sold all your assets and paid all your debts, what would be left over? That’s your net worth. Calculate it here.
By Carla Ayers Last updated
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Three Possible Tax Impacts for Retirees Under Trump
How might a second Trump term affect your tax bill in retirement — or the inheritance tax bill for your heirs? This pro has three predictions.
By Evan T. Beach, CFP®, AWMA® Published
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What to Know About Leverage and Bitcoin's Meteoric Rise
Leverage in the financial world can lead to astonishing success or a crushing collapse. How are investors using leverage to invest in bitcoin?
By Stephen P. Harbeck Published
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How Do You Know When It's Time to Change Financial Advisers?
Sometimes a breakup is for the best. Here's how to handle 'the talk' and make the switch to a new professional who's a better fit for you.
By Kelli Kiemle, AIF® Published
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The Best Ways to Use Your Year-End Bonus (and the Worst)
'National Lampoon's Christmas Vacation' shouldn't be anyone's go-to for financial advice, but it does remind us how not to spend a holiday bonus.
By Frank J. Legan Published
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LLCs: Power Tools That Can Create Big Problems
Forming an LLC for your business might seem like a straightforward endeavor, but if you don't know exactly what you're doing, trouble could follow.
By Rustin Diehl, JD, LLM Published
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Never Talk About Money? For Women, That Can Spell Disaster
How can you plan for retirement when your husband holds the purse strings and talking about money is taboo? Help is at hand for this common problem for women.
By Cynthia Pruemm, Investment Adviser Representative Published
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How Combining Your Home Equity and IRA Can Supercharge Your Retirement
While many retirees own an IRA and a home, very few are considering how they could work together in a plan for retirement income.
By Jerry Golden, Investment Adviser Representative Published
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The Six Estate Planning Steps Every Blended Family Must Take
Whether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower the risk of conflict in the future.
By Stephen B. Dunbar III, JD, CLU Published