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Check Off These Four Financial Tasks to Finish 2024 Strong
The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks could make a big difference.
By Daniel Razvi, Esquire Published
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How Are Annuities Taxed?
annuities Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.
By Ken Nuss Last updated
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A Roth Conversion Alternative That Addresses Long-Term Care
Here are some strategies for utilizing whole life or indexed universal life policies as an alternative to Roth IRA conversions.
By José Echeverri Published
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Interested in Investing in Startups? What to Know
An experienced startup investor shares advice on how to become a business angel and whether it’s worthwhile.
By Murat Abdrakhmanov Published
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Three Rules for When You Want to Make a Risky Investment
There's a time and a place for taking on risky investments. Don't even consider speculative bets before you've built a strong financial foundation.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
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RSUs: In Divorce, They're Easy to Hide (or Misunderstand)
You may have never heard of restricted stock units, but they can be worth big money. You can't afford to overlook them when negotiating a divorce settlement.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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Retirees: Want to Keep Your Money? Make a Tax Plan
Your retirement plan isn't complete unless you have figured out how to lessen the impact of taxes on your nest egg. Here's where to start.
By Angie O’Leary Published
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Dividend Stocks Can Boost Your Retirement Income Stream
You could see some high returns, and if you stash dividend stocks in a taxable account, you can minimize the taxes you pay on them.
By Corey Cyr, CRPC® Published
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Sending a Child to College? 10 Money-Saving Tips and Tricks
college To help keep costs under control during the school year, here are 10 things that parents of college students can think about trying.
By Daniel Fan, J.D., LL.M., CFP Last updated
college