Here’s what individual investors should know when assessing the value of working with a financial advisor.
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In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing. Here’s a guide to plan and prepare for the future.
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While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit or worsen. Read tips and considerations for your portfolio.
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As part of your organization’s compensation program, you’ve been given restricted stock units (RSUs). Learn what RSUs entail and how to maximize their benefit.
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Your values drive every decision you make in life. So, what does that mean for your financial plan?
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When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.
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According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. Learn how to protect your child with a few simple steps.
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Last year was full of unexpected events, ultimately leading to a solid year for markets and a recession that never came. This unpredictability, however, highlights the importance of the top 10 lessons for investors discussed here.
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With uncertainty surrounding future monetary policy and a looming presidential election, we discuss the biggest questions in the new year and the implications for your portfolio.
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Tax planning shouldn’t simply be based on what has worked in the past, as upcoming life changes and external factors deserve attention and may offer money-saving opportunities. Here, we discuss the most important tax-planning considerations and deadlines to remember in 2024.
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With the year coming to an end, now is an excellent time to revisit your philanthropic plan and review the tools you want to employ in 2024.
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While taxes may be the last thing on your mind during the holiday season, small steps you take now may result in big savings on your 2023 tax bill.
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Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.
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Over the past several decades, women have increasingly taken on the responsibility as their family’s primary or sole breadwinner. This rising role has prompted a different approach to comprehensive financial guidance. Partnering with a professional can help ensure your family’s finances are protected for years to come, no matter what situation may arise.
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This year, there has been more optimism in the stock market compared to 2022. Even with rising interest and forecasts for slower growth, the returns of the S&P 500 paint the picture of a booming economy for investors.
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Whether you’re expecting a life-changing inheritance, a modest inheritance or maybe not anything, it’s an important situation to think about. Although everyone’s situation will be different, there are steps you can take to make sure the transfer of wealth goes smoothly.
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The model in which financial advisors earn income could influence their recommendations, which may impact your return on investments, long-term objectives and portfolio performance.
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Depending on your medical needs and those of your family, you may have enrolled in a high-deductible health plan that allows you to pay for medical expenses using a health savings account (HSA). Learn more about the rules and conditions around HSAs.
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Once tax season is over, it’s not too uncommon for taxpayers to receive an inquiry letter for more information about their income. Learn more about how to navigate these inquiries.
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EAs can provide valuable insights on tax-efficient investment strategies, retirement planning, and more. Learn about what an EA is and how they can help you reach your financial goals.
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