5 min read
Choosing when to file for Social Security benefits is one of the biggest decisions you’ll make leading up to retirement. The timing can significantly impact how much money you’ll receive over your lifetime. You can start collecting Social Security...
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4 min read
If you have a taxable investment account, tax loss harvesting could help you reduce your tax burden. Before the year is out, take a look at your...
3 min read
When I was a kid, it annoyed me when relatives I only saw during the holidays would exclaim, “Look at how much you’ve grown!” Now that I’m an adult,...
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With the year coming to a close, now is a good time to do an annual review of your financial health. Here are 10 financial planning items to review...
4 min read
To ensure your assets are distributed in accordance with your wishes, detailed financial planning is essential. Without a legal will, up-to-date...
5 min read
If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about...
4 min read
Through the end of 2025, only estates worth more than $13.61 million are subject to federal estate tax. Under the current law, only a tiny percentage...
4 min read
About 40% of U.S. workers will lose their job at some point in their career. Being laid off can leave you feeling rejected, sad, or even angry — even...
3 min read
Nvidia’s market cap reached $3.3 trillion in mid-June, briefly eclipsing Microsoft as the largest publicly traded company in the world. When thinking...
4 min read
If you have aging loved ones, filling out an advance medical directive and researching care homes are probably not high on your to-do list (or...
