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The looming sunset of the federal lifetime gift and estate tax exemption means now is the time to plan. Here are strategies to consider.

Will you have to pay taxes if you switch financial advisors? This article explores the potential taxes and provides tips for selecting a new advisor.

As you file your 2023 tax return, it’s a good time to create a tax plan for 2024. Here are numbers that can help, including retirement plan contributions.

Discover how hidden investment fees can impact your returns, and learn practical strategies for identifying and minimizing these costs.

Once you get out of debt, how do you stay out of it? Here are seven steps to help capitalize on your freed-up money.

Here’s why we favor a longer-term outlook and a diversified portfolio over attempts to time the market.

How do you know if you should help your adult child buy a home? Here are your options and tips for deciding.

As you embrace the new chapter of life as an empty nester, it's an ideal time to re-evaluate and adjust your financial plan. Here's a simplified guide to help you navigate this transition with confidence:

We break down the pros and cons of each of these income streams.

Qualified charitable distributions allow you to give to charity and lower taxable income. Here’s how to incorporate them in your giving strategy.

Here are changes Secure 2.0 is introducing for 2024 and beyond.

It’s not too late to do a Roth conversion. Here are reasons to consider a Roth conversion by the end of the year.

This article discusses what dollar cost averaging is, its potential benefits and limitations, and how you can implement this strategy.

It can be risky to have a stock concentration in a volatile industry like commercial construction or technology. Here are tips to diversify.

Consider these financial areas when considering a divorce from a longtime spouse.

If 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.

Wealthy couples may set up an AB split trust to help minimize estate taxes. Here’s what you need to know about this trust.

Your disability benefits may be taxable. Here’s how to minimize the impact.

Annuity income for life sounds attractive. But pay attention to the contract’s fine print. Here’s why.

Here are six tips for high-level employees in commercial construction to build a retirement plan they feel confident in.

Investment real estate has pros and cons when it comes to funding your retirement.

If 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.

Here are six tips for former caregivers to make a long-term plan for their own future care needs.

TikTok has limitations when it comes to financial topics, so please think twice before using it as a source for financial or investment advice.

Many people consider taking Social Security early when retiring in a down market. Here are pros and cons to this retirement strategy.

Here’s why retiring in a down market can affect your retirement portfolio’s longevity.

Here are steps to consider to help protect your retirement income against inflation.

Consider these factors when trying to determine whether you and your spouse should be filing taxes jointly.

If you are charitably minded, you can use tax-beneficial giving strategies that optimize market ups and downs.

Both leading and lagging indicators (the windshield and rearview mirror approaches) can provide useful information—but none of them is foolproof.