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The movement of the financial markets can seem mysterious — and yet, if we look back over long periods, we can see definite patterns that consistently repeat themselves. As an …
How Should You Respond to Market Cycles? Read More
When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give …
Whom Should You Choose as a Trustee? Read More
You can’t predict financial emergencies — but you can prepare for them. To do that, you can build an emergency fund to pay for unexpected expenses, some of which may …
How Strong Is Your Emergency Fund? Read More
If you’ve retired, you may have thought you closed the book on one chapter of your life. But what happens if you need to “reverse” your retirement?
What to Know Before ‘Reversing’ Your Retirement Read More
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