Latest
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Need to Build an Emergency Fund? Seven Steps to Get There
Having a safety net can mean peace of mind on top of being able to maintain your lifestyle if a financial emergency strikes.
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Which Type of Life Insurance Is Right for You?
Life insurance isn’t a one-size-fits-all option. Here are the differences between term life, whole life and indexed universal life insurance.
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What Happens Financially When You Work One More Year?
The impact of saving more, spending less later and benefiting from an extra year or more of compounding can be truly staggering.
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Three Ways to Give to Your Kids Tax-Free While You’re Still Alive
Parents can see the positive impact of their giving through tax arbitrage, giving cash (within limits) or directly paying for school or medical expenses.
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Your Kids' Tax Brackets Could Lead to Unequal Inheritances
Sometimes, divvying things up equally means one child might end up with less because of tax implications. Here’s how to avoid that.
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11 Truths That All Investors Must Accept
Getting rich quick and seeing regular returns in the mid-teens are just two unrealistic expectations of inexperienced investors. Read on for nine more.
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Traditional Retirement Accounts or Roth? How to Choose
Let’s compare traditional IRAs, traditional 401(k)s, Roth IRAs and Roth 401(k)s. Which might work best for you could depend on your income and tax status.
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Should You Opt for an Older or Younger Financial Adviser?
Do you want the wisdom that comes with age or the innovation that comes with youth? Or maybe you can have both, with an advisory team.
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Revocable Trusts: The Most Common Trusts in Estate Planning
Revocable trusts allow the trust maker complete control over the assets and can be quite efficient when it comes to capital gains and income taxes.
