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Have You Planned How You’ll Spend Your Time Once Retired?

March 4, 2024
Retirement planning usually focuses on saving enough, Social Security and Medicare, but there’s a big, nonfinancial planning element that...
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You Can Now Roll Unused 529 Plan Funds Into a Roth IRA

March 4, 2024
Read time: 5 minutes Investing in a 529 plan can be a great way to fund a child’s...
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Women and Investing: 3 Strategies to Bridge the Savings Gap

Women and Investing: 3 Strategies to Bridge the Savings Gap

February 23, 2024
Whether you’ve always been the sole financial decision-maker or have relied on a spouse or partner to manage the...
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Original Medicare Supplement Insurance: What to Know About Medigap Plans

February 2, 2024
Read time: 4 minutes While Medicare provides essential health insurance for Americans ages 65 and older, it doesn’t...
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Age in Place? Move to a Retirement Community? Planning Tips for Retirement Housing

February 1, 2024
Read time: 6 minutes America is graying: Within 10 years, those ages 65 and older are projected to...
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7 Common Estate Planning Mistakes to Avoid

January 28, 2024
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Financial Strategies for Life-Changing Events

January 26, 2024
Life can throw us curveballs when we least expect it. You may have experienced a divorce, loss of a...
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Make the Most of Your Retirement Plan Contributions

January 25, 2024
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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How Grandparents Can Help Grandchildren With College

January 23, 2024
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend...
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2024 Tax Facts At-A-Glance

2024 Tax Facts At-A-Glance

January 15, 2024
Tax Guide: Your Resource for Year-round Tax-Efficient Investing Year-round planning with an...
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Long-Term Capital Gains Tax Strategies

January 13, 2024
When you meet with your advisor and tax professional to review your wealth plan, consider discussing whether to put...
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Strategies to Combat Inflation

January 5, 2024
The escalating cost of living over the past few years has impacted people from all walks of life, creating...
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