Latest articles by Laura Schultz, J.D., IAR
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Five Tips for Becoming a Financially Successful Couple
Husband-wife financial adviser team practice what they preach, recommending lots of open communication and aligned priorities.
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Optimize Your Taxes With These Two Common Strategies
Roth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
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Financial Literacy for Women: How to Raise a Fearless Woman
Being open with your daughters about your own financial planning and focusing on the areas of financial literacy, budgeting and investing can help her become a financially secure woman.
