Wealth-creation
Latest
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Winning Investment Strategy: Be the Tortoise AND the Hare
Consider treating investing like it's both a marathon and a sprint by taking advantage of the powers of time (the tortoise) and compounding (the hare).
By Andrew Rosen, CFP®, CEP Published
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How to Fight Inflation's Hidden Threat to Your Savings
If higher prices are putting your savings goals on hold, you're in danger of financial erosion. Fortunately, several strategies can help stop the spread.
By Kevin Brauer, MBA, CPA, CMA Published
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10 Inefficiencies I Look for on Rich Retirees' Tax Returns
Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning.
By Evan T. Beach, CFP®, AWMA® Published
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Estate Planning: How Does the Basis Step-Up Rule Work?
The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed.
By Logan Baker Published
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Will You Pay Taxes on Your Social Security Benefits?
You might, depending on your income, but smart financial planning now can help lower or even eliminate your taxes in the future.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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A Simple Trick for Better Investing: Stop Timing the Market
Investors who stay the course are rewarded for their patience and discipline, enjoying the benefits of compounding returns over time.
By Jonathan Dane, CFA, CFP®️ Published
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Does a Farm Need a Different Homeowners Insurance Policy?
Homeowners insurance is all about providing the right tool for the right exposure, and life on the farm comes with different risks than life in the city.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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How One Caregiver Is Navigating a Loved One's Dementia
She's spent many hours doing research and speaking with other caregivers to find her way to resources designed to help caregivers.
By Marguerita M. Cheng, CFP® & RICP® Published
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How Trusts Can Be Used to Protect LLCs From Creditors
Combining limited liability companies with domestic asset protection trusts can achieve maximum asset protection.
By Rustin Diehl, JD, LLM Published