Latest
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Buying an Insurance Policy: Three Ways to Do It
You can buy an insurance policy through an insurance agent or broker or on the internet. Which way works best for you?
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10 Ways Your 1031 Exchange Can Go Horribly Wrong
Don't let your tax-saving strategy become a financial nightmare — discover the hidden pitfalls that could turn your 1031 exchange into a costly disaster.
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From Entrepreneur to Retiree: Boosting Your Business' Value
When business owners contemplate retirement, their first step should be maximizing the value of their biggest asset. Here are a few steps that could help.
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You've Got a Trust: Now Who Should Be the Successor Trustee?
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that.
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Three Ways Fiduciary Financial Planners Put You First
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management.
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Investing in Senior Housing: What You Need to Know
As America ages, the demand for homes and care for older folks will increase, presenting some recession-resilient investment opportunities.
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How Long-Term Care Insurance Has Become More Flexible
Today's long-term care insurance offers retirees more appealing options, which can preserve assets and protect the financial stability of a healthier partner.
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Your Loved One Fell for a Romance Scam: What Not to Do
Confronting them probably won't work, but asking them some key questions and urging them to take certain actions could.
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Three Ways to Help Create Financial Stability for a Widow
Loss of a spouse often leads to financial insecurity in retirement. These strategies can help ensure financial stability for the surviving spouse.
