Making your medical wishes known in advance is one of the greatest gifts you can give your loved ones. A living will provides clear instructions about the care
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Should you take your first Required Minimum Distribution as soon as you turn 73, or delay it until April of the following year? The decision isn’t as simple as
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Most investors default to funds in their taxable accounts, but that can mean paying taxes you don’t have to. By building an individual stock portfolio, you gain
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Leftover college savings don’t have to go to waste. Thanks to new rules, you may be able to roll unused 529 funds into a Roth IRA — but there are limits, a 15
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Health Savings Accounts aren’t just for today’s medical bills—they can be one of the most powerful tools in your retirement strategy. Learn how HSAs offer a
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Confused about whether a revocable or irrevocable trust is right for you? This article breaks down the key differences, benefits, and trade-offs—so you can make
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High-net-worth families face a big challenge: estate taxes. An ILIT may be the solution. It’s one of the smartest ways to preserve your wealth and pass it on
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Think you’re paying too much in taxes? You might be surprised to learn today’s income tax rates are near historic lows. But that won’t last forever…
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Discover why ‘diversifying advisors’ could be the biggest mistake in your financial plan
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Want to support your favorite causes and reduce taxes? Discover how Charitable Remainder Trusts and Charitable Lead Trusts can help you do both
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Diversify, but do so with intent
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