Latest
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Saving to Be a 401(k) Millionaire? Plan for Taxes Now
Your tax bite in retirement could be excruciating. Here's why super savers need to get serious about protecting themselves.
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Considering a 721 Exchange? Adopt a Buyer Beware Mindset
Having a tax-smart exit strategy for your real estate investment is a great idea, but if a 721 exchange is part of your plan, here's what you need to consider.
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For Lawyers, the Bar Exam Is More Than Just a Test
People who pass it within a few tries are proving they understand legal ethics and can handle pressure, advocate for consumers and communicate in writing.
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How AI Can Guide Introverts to Success in Professional Services
Fear of rejection and awkward conversations can keep accounting and law firms from realizing significant growth. AI can help with that.
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In Family Philanthropy, Embracing Differences Can Pay Off
Different approaches to charitable giving among generations and individuals can actually enhance the family's giving. Here's how.
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Grow Your Investments Like Yale, Through a Self-Directed IRA
Yale's successful endowment focuses on alternatives. With a self-directed IRA, an individual investor could design a portfolio based on similar principles.
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Five Things About Annuities That May Surprise You
They're more varied, flexible and cost-effective than most people think, so don't let their complexity scare you off.
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Why a 15-Year Mortgage Could Be the Key to a Larger Nest Egg
Your mortgage payments would be higher, yes, but you'd save quite a lot on interest and be mortgage-free 15 years sooner, freeing assets for other investments.
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How to Deal With Inflation: Advice From a Financial Adviser
Higher prices are hitting everyone, but if you're especially hurting, here are some ways that could help you to cope.
