Tax Planning for the Self-Employed

While self-employment gives you the opportunity to be your own boss, it also comes with additional responsibilities...

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What are Required Minimum Distributions?

Required Minimum Distributions—often referred to as RMDs—are amounts that the federal government requires you to...

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The Basics of Qualified Charitable Distributions

Qualified Charitable Distributions—often referred to as QCDs—are a direct transfer of funds from your Individual...

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Charitable Giving in Estate Planning

Charitable giving can play an important role in many estate plans. Philanthropy has the potential to make a positive...

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Six Steps to Consider Before Tapping Your Retirement Savings Plan Account

When you’ve worked so hard over the course of an entire career to provide yourself and your family with a comfortable...

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How Important is Financial Literacy for Children?

Financial literacy is a skill that can help people thrive. Teaching your child money management skills from a young age...

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The Importance of Estate Planning

Estate planning is an aspect of financial planning that some people may not be eager to tackle, as it forces us to...

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Getting Help from a Financial Professional

A financial professional can help you address your financial challenges and develop plans for the future. Whether...

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How to Identify and Stop Overspending

Modern technology has made it easier to make purchases anytime and anywhere, whether you're using a debit card to shop...

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Making Tax-Free Gifts to Cover Medical Care Expenses of Others

By paying for a friend or family member’s medical expenses, you can help someone in need while also reducing the size...

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