Latest
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Estate Planning for Women: Married, Single, Widowed or Divorced
Estate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.
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How to Support Your Parents Without Derailing Your Finances
Putting your aging parents' financial house in order can give you a clearer picture of where they need support and how to balance that with your own plans.
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Here's How Estate Planning Can Make Your Retirement Easier
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years.
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The Benefits of Sharing a Joint Bank Account With Your Parents
Opening a joint account provides a way to monitor an older person’s finances.
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How Financial Professionals Can Empower Their Female Clients
These three strategies can help advisers better serve women as they navigate unique financial challenges and build confidence.
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Heirs Inheriting Crypto? Don't Make It a Headache for Them
If you have cryptocurrency in your estate, you'll need meticulous plans and clear instructions to ensure beneficiaries don't lose out after you're gone.
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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.
