Latest
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Behind on Saving for Retirement? How to Catch Up and Retire Securely
It's never too late to start planning and saving for life after work.
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IRC Section 1202: A Strategic Tax Advantage for Investors and Entrepreneurs
IRC Section 1202 allows individuals to exclude up to 100% of the capital gains realized from the sale of qualified small business stock.
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Seven Ways to Balance a Social Life With Achieving Your Financial Goals
You don't have to give up everything in order to succeed with money.
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Living Beyond Age 100: A Possibility With Financial Impact
Living longer raises important financial and lifestyle questions.
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Are 60/40 Portfolios Still Relevant Today?
As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most people.
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Prepare Your Family for the Financial and Legal Aftermath of Your Death
Taking these steps now can help ensure your family isn't overwhelmed with uncertainty later on.
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How Apps Are Impacting Traditional Banking
The future of banking will emerge as a hybrid model that marries traditional and innovative digital services.
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Contingency Planning for Your Personal Budget: Why It Matters and How to Do It Right
Contingency planning is about creating a financial safety net. It's a proactive approach to managing unexpected expenses, ensuring you're not caught off guard.
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Sophisticated Planning With Flexible Irrevocable Trusts
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
