Latest
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What’s the Best Age to Buy Long-Term Care Insurance?
Understandably, you don't want to pay for too long or pay too much, so here's what to consider when you're deciding when to buy long-term care insurance.
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What Are You Willing to Do for Cheaper Car Insurance?
Sharing your credit score and your driving data with your insurance company could help lower your premium (assuming they’re both good!).
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How High Interest Rates Enhance a Type of Charitable Trust
Before interest rates are cut, potential donors might want to consider a CRAT, which optimizes benefits for both the donor and the charity when rates are higher.
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The 1031 Exchange Rules You Need to Know
Taxes are an inevitable part of real estate investing. You can, however, defer or avoid paying capital gains taxes by following some simple 1031 exchange rules.
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How a Roth Conversion Can Spare You From Medicare’s IRMAA and Taxes
If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums.
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How to Help Your Kids Inherit More Than Just Your Money
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that.
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Why Private Markets Are a Diversification Superpower
Investing in private markets can help lower portfolio volatility and potentially achieve better returns. Here's what to know before deciding to dive in.
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How 'Home-Based Planning' Can Address Long-Term Care Costs
Traditional planning for the cost of long-term care doesn't reflect the realities of what the costs are and how they'll be paid.
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Does Gold Belong in Your Retirement Plan?
There’s something sexy about a shiny gold bar, but should you go for the glitter? If you're tempted, a four-pronged investing approach could be best.
