Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
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A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
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Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
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Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.