Wealth-management
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Four Signs It's Time to Sell a Stock
There's plenty of advice out there on when to buy a particular stock, but developing a strategy for holding or selling an investment is equally important.
By Cosmo P. DeStefano Published
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Interest Rate Cuts and Inflation: What's Really Going On?
For more than two years, we've heard a steady drumbeat of news highlighting inflation and its impact on interest rates. The correlation seems clear, but the issue is actually more complex.
By Jared Elson, Investment Adviser Published
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How to Make a Charitable Plan That Won't Break Your Bank
Giving back is great … if you have a plan that's as sustainable and smart as it is generous. Here are five tips for giving wisely.
By Elena Ladygina, CFA®, CFP® Published
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This Double-Dip Trust Benefit Really Is Too Good to Be True
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion.
By Rustin Diehl, JD, LLM Published
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How to Structure Retirement Income to Tamp Down Taxes
From Social Security to IRAs and investments, with smart tax planning, retirees can have some control over how much of their income they'll get to keep.
By Rick Barnett, CEPP, CFCA, MEP Published
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Four Key Elements of a Good Estate Plan
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish these basic goals.
By John M. Goralka Published
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What You Need to Know About Calculating RMDs for 2024
required minimum distributions (RMDs) As the end of 2024 nears, it's important to know how to calculate your required minimum distributions (RMDs) if you haven't taken them already— and be prepared for them to be higher this year than they were in 2023.
By Chris Gullotti, CFP® Last updated
required minimum distributions (RMDs) -
Four Common Misconceptions About Life Insurance
Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Should You Keep Your 401(k) When You Retire?
Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire.
By Joe F. Schmitz Jr., CFP®, ChFC® Published