For investors seeking to support charitable causes while optimizing their tax benefits, donating stock instead of cash can provide significant advantages. By
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Set up trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs.
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The economy and markets made progress toward regaining balance in the first half of 2023, but more work lies ahead. Reclaiming that state of balance helps us
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Finances are dicey for those simultaneously caring for their parents and kids. Over the last 20 years, the median age for Americans (the median age is the point
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Unbeknownst to many investors, companies have the option of offering their employees a new different type of tax-advantaged retirement plan: the Roth 401(k)
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529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary's qualifying education expenses. Sometimes
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You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of
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Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate.
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Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you
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With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to
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Financial wellness is a term that refers to the overall health and well-being of an individual's finances. In order to work toward financial wellness, it is
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What is the national debt and should investors worry about it? More importantly, can the national debt teach investors a thing or two?
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