Latest
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Want Your Financial Future to Look Brighter? Here’s Where to Start
While we personally don’t have control over some of the biggest financial worries, there are strategies we can use to weather the risks and achieve a successful retirement.
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Are Roth IRAs Really as Great as They’re Cracked Up to Be?
While a Roth IRA is an excellent tax strategy, that doesn’t mean you should underestimate the benefits of a traditional tax-deferred retirement account.
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How Far Should a Lawyer Go to Honor His Duty to a Client?
Relationships with friends and family can be at risk when a lawyer is faced with an ethical obligation to warn them of potential trouble ahead.
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Can I 1031 into a Qualified Opportunity Zone?
There is a short answer and a long, interesting answer that could save investors thousands of dollars. Let’s explore the ins and outs to help you make the best call for your investment dollars.
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Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters, as one man's recently publicized issue shows. This enrollment checklist flags important info you need to know.
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Want to Reduce Investment Taxes? Consider These Five Ways
Strategies such as using tax-efficient funds, asset location, tax-loss harvesting and more could help you keep more of your money.
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Three Tips for Personal Debt Management
It takes both short- and long-term planning to stay on top of your finances. Adopt good debt management habits now, and you’ll be much happier in the long run.
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Social Security Optimization If You Save More Than $250,000
When you choose to take benefits will make a difference in how your income and assets play out over many years. Let’s explore some scenarios.
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Self-Employed? Understanding Your Taxes Now
If you launched a side hustle last year or began freelancing, filing your taxes will present new challenges. Here’s a guide to get you started.
