Latest
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These Two Issues Are Critical to Efficient Retirement Planning
You're saving hard for retirement, but if you're not thinking ahead about taxes and the cost of health care, your savings — and your legacy — could be at risk.
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Common Estate Planning Mistakes
Have you avoided the ten most common estate planning mistakes? Your family will thank you.
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Four Potential Tax Changes to Keep Your Eye On
Many taxpayers may be surprised by a larger tax bill if the TCJA isn't extended. Check out these proactive strategies to help mitigate some of the impacts.
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13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
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Nine Types of Trusts for High-Net-Worth Estates
Trusts can help high-net-worth estate owners protect their assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
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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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Empowering Widows: Five Goals for Financial Security in 2025
Tackling these strategies one at a time, whether it's updating estate planning or reassessing investments, can help put you on track for financial stability.
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Gifting While You're Alive and Kicking: Tax Benefits and Tips
Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do.
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Three Ways to Help Your Adult Children Without Spoiling Them
Retired and lucky enough to have extra money? Consider these three positive and practical ways to help out your adult kids financially.
