Wealth-management
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Collar Investing Strategy Can Help Protect Your Nest Egg
Here are some key considerations for using the collar strategy of put options and covered calls to safeguard your wealth in retirement.
By Matt Amberson Published
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Understand Your ESOP Benefit: The Diversification Option
You can sell your shares back to the company during your employment years, called diversification in ESOP terms. What are the pros and cons?
By Peter Newman, CFA Published
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Compare Your Net Worth by Age
Find out where your net worth stands compared to average Americans at different ages. A financial adviser also shares his insights on the numbers.
By Andrew Rosen, CFP®, CEP Last updated
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Women's Wealth Growing: How to Handle It Like a Pro
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially.
By Tiffany Welka Published
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Electing to Be an S Corporation: Benefits You Need to Know
Entrepreneurs who meet the requirements and choose to be an S corporation could see lower taxes and experience several other advantages.
By Derek A. Miser, Investment Adviser Published
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Tips for Honing Your Bond Investing Strategy
Building a good, high-quality foundation is critical when selecting a mix of bond funds that match your risk tolerance and return objectives.
By Brandon Zureick, CFA® Published
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How to Spot a Contractor Who's Not Playing by the Rules
Being a general contractor is not a game, yet some misrepresent what they're licensed to do. Here's a cautionary tale, plus some signs to watch for that something's off.
By H. Dennis Beaver, Esq. Published
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How to Rank Your Financial Priorities
Circumstances are different for everyone, but this adviser with 20-plus years of experience shares some insights on getting your financial priorities in order.
By Andrew Rosen, CFP®, CEP Published
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Medicare or Medicare Advantage: Which Is Right for You?
From overall costs to availability of care, here's what to know about the differences between traditional Medicare and Medicare Advantage plans.
By Paola Bianchi Delp Published