Four Proactive Year-End Strategies for High-Net-Worth Families
When it comes to managing wealth, the end of the… Read More
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Purpose-Driven Wealth Transfer: Aligning Your Values With Your Legacy
What will make your life most meaningful? It’s a question… Read More
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The Tax Cuts and Jobs Act: What it Is and What An Extension Might Mean for You
As we move to a Republican-controlled Congress, there’s an increasing… Read More
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Three Ways to Maximize the Tax Benefits of Charitable Giving
According to Giving USA’s Annual Report on Philanthropy, Americans donated… Read More
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Funding Your Retirement as a Member of the Sandwich Generation
More than half of Americans in their 40s are part… Read More
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Do You Need to Sign Up for Medicare at 65 if You’re Still Working?
As you approach your 60s, a number of important questions… Read More
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Managing the Costs of Long-Term Care: Your Guide to Navigating Medicare & Medicaid Coverage
No matter what your current health status is, it’s always… Read More
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Net Investment Income and Additional Medicare Tax: Everything You Need to Know
In addition to the standard Medicare tax of 1.45% (or… Read More
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How Do U.S. Elections Affect Stock Market Performance?
With the presidential election quickly approaching, it’s safe to say… Read More
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Getting Married Later in Life? 3 Questions to Discuss First
The average age of marriage is 32—of course, it’s not… Read More
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How to Teach Your Grandkids About Financial Literacy
People often associate legacy planning with leaving an inheritance to… Read More
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Understanding the Tax Treatment of Your Retirement Income
Earning income in retirement looks much different than what you… Read More
