Latest
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Before the Next Time Markets Sink, Do Your Lifeboat Drills
An eventual market crash is inevitable. We can't predict when, but preparing for the ups and downs of investing is imperative. Here's what to do.
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This Late-in-Life Roth Conversion Opportunity Spares Your Heirs
Expensive medical care in the later stages of life is an unpleasant reality for many, but it can open a window for a Roth conversion that benefits your heirs.
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Women, What Is Your Net Worth?
Many women have no idea what their net worth is, or even how to calculate it. Many also turn to social media finfluencers for advice. Here's what to do instead.
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Converting Retirement Savings to a Roth IRA? Don't Do This
You might want to convert all of your savings to a Roth in one go, but you could end up paying hundreds of thousands more in taxes than you have to.
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What Is Your 'Enough Is Enough' Number for Retirement?
Chasing a 'magic number' for retirement can be anxiety-inducing. Instead, build your plans around a personal number that reflects your individual circumstances.
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California Wildfires and Insurance: Looking for Help
Los Angeles-based insurance expert Karl Susman shares the view from his agency’s office as all hands are on deck to help their policyholders.
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Want to Write a Book? An Expert Shares What You Need to Know
Professional ghostwriter poses some important questions that any would-be author might want to consider before diving into such a challenging task.
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Asset Protection for Affluent Retirees in 2025
Putting together a team of advisers to assist with insurance, taxes and other financial issues can help with security, growth and peace of mind.
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The Tax Stakes for 2025: Planning for All Possibilities
It's unclear whether extending the TCJA provisions for individuals is likely, so what can you do to reduce your overall tax bill either way?
