Article-126103

June 7, 2024 | Retirement Planning

Essential Steps for Solo Agers: A Comprehensive Guide

Aging solo comes with unique challenges, especially without the support of close family. To ensure a secure and fulfilling life, solo agers should take proactive ...

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Article-126099

June 5, 2024 | Tax Planning

Key Thoughts on the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your ...

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Article-126094

June 3, 2024 | Financial Planning

Financial Planning for the Generations

In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. It is ...

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Article-126081

May 31, 2024 | Financial Planning

Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to ...

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Article-126062

May 29, 2024 | Tax Planning

Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said that turnovers are the great equalizer. In taxes, there’s also ...

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Article-126057

May 28, 2024 | Business Planning

What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000, down 14% from the same ...

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Article-126053

May 24, 2024 | Retirement Planning

Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement. With about $2.2 trillion ...

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Article-126048

May 22, 2024 | Investment Planning

According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. How about investments? And if so, what does it mean ...

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Article-126044

May 21, 2024 | Estate planning

Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

In today’s aging society, many families face the responsibility of caring for elderly parents. This task can be daunting, involving complex decisions about health, legal ...

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Article-126035

May 17, 2024 | Financial Planning

The Fed Started to Ease. Did You Miss It?

Some have been waiting for the Fed to lower interest rates and confirm it will ease monetary policy, which may result in lower home mortgage ...

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