As we move into 2024, it’s a good time to look at some key data that can equip you for prudent tax planning.
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As we wrap up another eventful year, it's a tradition to pause and reflect on the past twelve months.
It's a time to celebrate successes, learn from setbacks
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It’s that time of year when you make lists…and then check them twice. The same goes for your year-end financial planning.
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Many of us will need long-term care at some point in our lives. Here are six steps to help you think—and begin planning for—your possible long-term care needs.
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If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Home improvements do add to your house’s comfort and value, but there are unscrupulous contractors out there who view the older homeowner as an ideal mark.
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Many younger folks believe that Medicare covers all expenses. It doesn’t. While coverage is broad, it does not take care of everything.
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We recognized that a well-diversified portfolio of stocks appreciates over a long period. But we expect interruptions along the way.
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How often do you set new financial goals? How often do you achieve them?
Most of us aren’t very successful with our goals, even when we have the best intentions
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Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Forty-six years and seven husbands after inheriting her $40 million Woolworth fortune, Barbara Hutton died with a mere $3,000.
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