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Death and Taxes: What to Know About Estate and Inheritance Taxes
There are only two things in life you can count on happening at some point--death and taxes. In death, these two circumstances can come together at the same time. When a person dies, leaving a significant estate, there is the expense of est
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Turning Inheritance into Opportunity: A Beneficiary’s Guide to Financial Freedom
Inheriting generational wealth comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other assets.
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Investment Planning for Wealthy Retirees: Strategies to Preserve and Build Assets
When you retire, you need your money to work for you. After years of saving and investing, you want to know: "How do I make my money last?" Wealthy retirees are already at a great starting point.
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Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners
Discover 5 strategies a financial professional can use to help high earners manage and sustain long-term wealth.
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Position Your Retirement Portfolio and Tax Strategy for Long-Term Wealth
Discover how to align retirement investments and tax strategies to maximize wealth and minimize liabilities.
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Year-End Countdown: Key Deadlines You Cannot Afford to Miss
As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your financial future. Here’s a simple guide to help you stay on track before this...
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In Sickness and in Health: Long-Term Care Considerations for Married Couples
As we age, planning for the future becomes increasingly important. This is especially true when it comes to long-term care. For married couples, this planning is not just about individual needs but is also about ensuring that both...
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5 Common RMD Mistakes That Could Ruin Your Retirement
As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts.
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Eight Things You Must Know About Medicare
Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting.
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Take a Swing at Investing Like a Golfer
Golfing and investing may not seem to share much common ground at first glance. But the more you think about it, a successful golfer and a successful investor share a number of traits.
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2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations
We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.”
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Retirement Planning Does Not Stop in Retirement
If you’re retired, there’s good news in that you’ll probably live longer and perhaps better than your parents and grandparents did. The bad news: You’ll live a longer and perhaps more expensive life, too.
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Retirement Annuities Explained: What They Are and How They Work
Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed.
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Insurance Needs in Retirement
Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any...
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