Wealth-management
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Should You Help Your Adult Children Buy a Home?
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.
By Ann Marie Etergino, CIMA® Published
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You Still Have Time to Score These Holiday Deals
Several deals from various retailers are sticking around after Black Friday and Cyber Monday. You still have time to score these holiday deals.
By Erin Bendig Last updated
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Three Charitable Giving Strategies for High-Net-Worth Individuals
If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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The Wealth-Building Powers of Health Savings Accounts (HSAs)
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
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Seven Ways to Be an Absolute Jerk as a Lawyer
Here's what law students need to know about damaging their relationships with other lawyers and judges and running up the bill for clients.
By H. Dennis Beaver, Esq. Published
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One Good Way to Withdraw Retirement Assets (and a Bad One)
Don't withdraw retirement assets haphazardly. Managing distributions intentionally can lower your taxes, conserve your wealth and reduce Medicare premiums.
By Justin Haywood, CFP® Published
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What Is Capital Gains Tax Deferral?
Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it.
By Daniel Goodwin Published
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Don't Leave Your Heirs an IRA Tax Bomb
Your traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
By Kelsey M. Simasko, Esq. Published
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Five Ways to Maximize Your End-of-Year Philanthropy
To do the most good, pick the right charity, be smart about how you donate and consider giving something just as valuable as money: your time.
By Emily Glassman Published