Latest
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Don’t Hand Your Retirement Income Planning Over to AI Just Yet
Some are saying artificial intelligence can replace human financial advisers, but even ChatGPT recognizes the value of experience, judgment and a beating heart.
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Four Reasons to Consider Staying Invested in a Down Market
Watching your investment accounts lose ground can be scary, but continuing to contribute despite a down market could potentially be beneficial in the long run.
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How to Get into Alternative Investing
Alternative investing can help boost returns and add diversification, but it’s not for everyone. Here’s what you need to know before you begin your journey.
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Annuities Are the Swiss Army Knife of Personal Finance
Different types of annuities reduce risk by building tax-advantaged savings or guaranteeing retirement income.
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Three Reasons Inflation May Be With Us Longer Than We Think
Shifts in the labor market, the transition to renewable energy and changes in China present long-term challenges for the U.S.
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Three Ways Women Can Prepare for Longevity in Retirement
Living longer often leads to more financial challenges, but proper planning can help women enjoy a long, successful retirement.
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How Should a Small Business Plan for Rising Taxes?
Instead of expecting your CPA to go above and beyond, owners of small businesses should take ownership of their own tax planning and/or seek specialized advice elsewhere.
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Volatility Doesn’t Have to Spell Retirement Planning Trouble
Inflation, rising rates and market gyrations can actually make this a good time to clarify your vision for the future and ensure your portfolio matches those goals and protects against risk.
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Eight Types of Trusts for Owners of High-Net-Worth Estates
Trusts can help high-net-worth people protect assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
