Here’s why we favor a longer-term outlook and a diversified portfolio over attempts to time the market.
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Read MoreQualified charitable distributions allow you to give to charity and lower taxable income. Here’s how to incorporate them in your giving strategy.
Read MoreHere are changes Secure 2.0 is introducing for 2024 and beyond.
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Read MoreThis article discusses what dollar cost averaging is, its potential benefits and limitations, and how you can implement this strategy.
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Read MoreConsider these financial areas when considering a divorce from a longtime spouse.
Read MoreIf you recently inherited a traditional or Roth IRA, you need to know the rules. There have been big changes since the SECURE Act was passed.
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Read MoreHere are six tips for high-level employees in commercial construction to build a retirement plan they feel confident in.
Read MoreInvestment real estate has pros and cons when it comes to funding your retirement.
Read MoreIf you seek long-term care assistance in California, read this article for tips on qualifying for Medi-Cal while leaving an inheritance for your loved ones.
Read MoreHere are six tips for former caregivers to make a long-term plan for their own future care needs.
Read MoreTikTok has limitations when it comes to financial topics, so please think twice before using it as a source for financial or investment advice.
Read MoreMany people consider taking Social Security early when retiring in a down market. Here are pros and cons to this retirement strategy.
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