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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Financial Aid for Students 101

Preparing for college while still in high school can be difficult for even the most [...]

Inflation and Your Money

When inflation is low, it’s easy to overlook how rising prices are affecting a household [...]

Why you need an Estate Strategy?

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just [...]

A Bucket Plan to go with your Bucket List

Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There [...]

Retirement Income and the Traditional Portfolio

Taking withdrawals from a traditional portfolio exposes fixed-income investors to “sequence of returns” danger. In [...]

Asset Allocation

If you have visited a big city, you’ve probably run into street vendors selling everything [...]

The Difference Between Global and International

With international stock markets comprising nearly two-thirds of the world’s capitalization, a broad range of [...]

Trends in Charitable Giving

Americans give to charity for two main reasons: to support a cause or organization they [...]

The Six Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While [...]

What to do with your 401k from a Former Employer?

One of the common threads of a mobile workforce is that many individuals who leave [...]

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