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By the time you reach retirement age, you may have accumulated a 401(k), IRA and other investment accounts, along with insurance policies and physical properties. You’ll use some of these …
Avoid These Estate Planning Mistakes Read More
Losing a spouse is one of the most painful experiences anyone can have. Unfortunately, widows and widowers have to deal with more than just the emotional trauma — they also …
Financial Tips for Widows and Widowers Read More
Summertime is almost here — and for many people that means it’s time to hit the road. But even if you decide to take a vacation, you’ll want other areas …
Don’t Let Investments Take a Vacation Read More
Learn about short-term vs. long-term capital gains taxes in the realm of investments. Differentiation and taxation insights can guide decisions and optimize financial strategies.
Stop Paying Taxes in Your Brokerage Account Read More
Once you’re retired, you will likely need to draw on several types of income for your living expenses. You’ll need to know where these funds are coming from and how …
How Is Your Retirement Income Taxed? Read More
When you’re creating your estate plan, your biggest priority may be taking care of your family — your spouse, grown children, grandchildren, and other loved ones.  And as you think …
Should Estate Plans Be Equal … or Fair? Read More
Here’s a sobering statistic: 72% of retirees say one of their biggest fears is becoming a burden on their families, according to a study by Edward Jones and the consulting …
Financial Freedom: A Gift to Your Family Read More
If you’ve been thinking about life insurance, especially if you have family, loved ones, or anyone who depends on you financially, you might be curious about the different kinds of …
Term vs. Perm: Which is Right for You? Read More
April is National Financial Literacy Month — a good reminder that all of us can benefit from boosting our financial knowledge.
Financial Literacy: It’s Important for Everyone Read More
You might not have thought much about beneficiary designations — but they can play a big role in your estate planning.
Be Careful When Naming Beneficiaries Read More