Navigating Sudden Wealth

What would you do if you suddenly received a financial windfall and the unexpected responsibilities that come with it?...

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Financial Planning as a Couple

Financial planning as a couple is essential for executing shared goals and achieving financial stability. It requires...

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Maintaining Your Financial Records

An important part of managing your personal finances is keeping your financial records organized. Whether it's a...

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The Tax Benefits of Your Retirement Savings Plan

Taxes can take a big bite out of your total investment returns, so it's encouraging to know that your...

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Estimating Your Estate Tax

They say nothing in life is certain except for death and taxes. However, they should have also added one thing—changes...

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Required Distributions: Changes You Need to Know

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) changed the rules for taking...

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How can my gift benefit me and the charity?

The act of charitable giving benefits not only a worthy cause but also you—if you choose the right strategy. Learn more...

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Charitable Contributions from an IRA

Charitable contributions are a meaningful way for individuals to support causes close to their hearts, while also...

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Tis the Season for Tax-Friendly Giving Strategies

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire...

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Planning for the Financial Impact of Children

Whether it’s your first child or your fourth, there are some financial matters to think about and plan for before and...

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