Building Wealth
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Social Security Disability for COVID Long Haulers Explained
social security Social Security Disability Income (SSDI) is available for American workers who are struggling with a disability, including long COVID. Here are some tips on how to apply and what to expect.
By Steven Perrigo, J.D. • Last updated
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SECURE 2.0 Act Lets Retirees Defer Some Taxes Longer
Here’s how retirees can benefit from changes in required minimum distributions (RMDs), qualified longevity annuities and IRA catch-up contributions.
By Ken Nuss • Published
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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.
By Laura Schultz, J.D., a Series 65 securities license and insurance license • Published
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Want to Earn More Money? Consider These Five Ways
Instead of simply vowing to save more money, why not commit to earning more? You could ask for a raise, try a side hustle or switch to a bank offering a higher savings rate.
By Erin Wood, CFP®, CRPC®, FBSⓇ • Published
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Opportunity Zones in 2023: A Look Back, a Look Forward
Is now the perfect storm for investors? Don’t take your eye off the ball — investing in opportunity zones is well situated to offer meaningful tax benefits to knowledgeable investors.
By Daniel Goodwin • Published
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Should I Sell or Rent My House When I Relocate for Retirement?
This decision isn’t easy, thanks to investment, tax and other considerations. Let’s explore the implications of each.
By Evan T. Beach, CFP®, AWMA® • Published
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Estate Planning for Memorabilia Collectors: Don’t Leave Your Family in the Lurch
No one else in this financial planner’s family has any interest in the sports memorabilia he’s accumulated. But he’s made a plan and has some advice for people like him.
By Thomas Ruggie, ChFC®, CFP® • Published
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Systematic Trading and Investing Can Protect Us From Ourselves
A systematic trading and investing strategy takes the emotions and biases out of financial decisions, which can lead to better results.
By Iyandra Smith, Esq., TEP • Published
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Can a Private Business Ban Someone From Entering?
Yes, as long as the ban does not violate the law and is non-discriminatory, as this clueless guy discovered when he tried to take an illegal substance into a theme park.
By H. Dennis Beaver, Esq. • Published