Latest
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Three Advantages of These Underrated Accounts for Retirees
Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs.
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Six Steps to Take if Your Insurer Sends You a Non-Renewal Letter
First and foremost, don't procrastinate. Let your insurer know you plan to fix whatever the issue is and then actually follow through on fixing it.
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Are Election Jitters Shaking Up Your Investing Strategy?
Many investors are retreating to safer investments until after the election, but doing so could result in missed opportunities. Here's what to do instead.
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Don't Wait to Lock In High Estate and Gift Tax Exemptions
One of the most sweeping changes to U.S. tax code in modern history could be on the horizon. Now is the time to maximize the legacy you leave your loved ones.
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Six Steps to Plan Your Charitable Giving
If you have money to give to causes you care about, a planned giving strategy can help boost the impact of your donations. Consider these steps to get started.
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How a Financial Adviser Can Help You Sleep at Night
When it comes to your money and planning for your retirement, legacy and more, you might need a professional to help you stay on top of it all.
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Debunking the Myth of the Silver Spoon
Just because your family is wealthy doesn't mean life's all smooth sailing for your kids. When family dynamics are complicated, communication is key.
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The Tax Rules to Consider Before Buying an Annuity
Annuities can play a valuable role in your retirement plan — as long as the tax implications have been properly factored in. Here's an outline of the key rules.
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Beware of 'Buy a Business' Coaching Scams
Just because someone says they can make you rich by helping you buy the business of your dreams doesn’t mean they actually have the expertise to do that.
