Wealth-management
Explore Wealth management
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What to Do When You Have More Retirement Income Than You Need
These three options can help you allocate extra income in ways that don’t push you into a higher tax bracket or trigger extra taxes.
By Stephen B. Dunbar III, JD, CLU Published
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Opportunity Zone Investing Still Hot Despite Looming Sunset
Tax incentives and rise of niche fund strategies make the qualified opportunity zone program an attractive way to grow tax-free wealth.
By Daniel Goodwin Published
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Nine Common Wealth-Building Mistakes You Might Be Making
Small mistakes can have a big impact over time.
By Kiplinger Advisor Collective Published
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How Tax-Loss Harvesting Helps to Lower Your Tax Bill
This fairly straightforward tax strategy may help you reduce your capital gains taxes, but beware of triggering the wash sale rule.
By Adam Frank Published
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Is Investing in Mutual Funds Worth It?
It's important to ensure that your funds are truly diversified and not simply duplicates of other funds. Plus, distributions can cause trouble.
By Alex Astin, MBA, CEP®, IAR Published
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Four Ways Your Workplace Benefits Could Help With Your Taxes
Your employer may offer resources that can help you with your financial strategy, on top of providing potentially tax-advantaged retirement and other accounts.
By Kate Winget Published
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How Estate Planning Can Thwart the ‘Third-Generation Curse’
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
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Red vs Blue: Staying the Financial Course During an Election
History shows economic uncertainty in presidential election years is often unfounded, as the markets perform well, for the most part, no matter who wins.
By Bob Peterson, J.D. Published
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Why Poor Job Interviews Hurt Both Employers and Job Seekers
An interviewer who isn’t aware of their own biases can draw the wrong conclusions about a job candidate or even get conned.
By H. Dennis Beaver, Esq. Published