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    Financial Planning (10)160 Articles

    Grandmother holding grand daughter

    Thu, Sep 12, 2024

    Do Your Heirs Want an Inheritance?

    Not everyone wants an inheritance. Discover the reasons why, plus some alternative ways to leave a legacy for your family.
    Man with a camera stands in front of a dock with boats

    Thu, Sep 5, 2024

    5 Tips to Help You Retire Early

    Discover 5 essential steps and strategies to help plan an early retirement before age 65.
    A woman harvests peaches into a wicker basket

    Tue, Aug 27, 2024

    Is This Your Year to Try Tax-Loss Harvesting?

    Capital gains tax can take a major chunk of your investment income. So, how do investors make a profit without the heavy tax burden? Tax-loss harvesting is a strategy to help you match gains with losses – but you must take action before the end of the year.
    An older white man using a wheelchair sits at a table with a laptop, calculator, and papers.

    Tue, Aug 20, 2024

    Why You Need an Estate Plan — Even Without a Trust

    What are your priorities for your legacy? Whether you hope to provide for your loved ones, safeguard your assets, ease your tax burden, or countless other goals, your estate plan –- with or without a trust –- should be a foundational component to your financial strategy.
    A mixed-race couple leans into one another as they go over paperwork at the kitchen table

    Tue, Aug 13, 2024

    What Every Retiree Should Know About Taxes

    These tax-savvy retirement strategies could help you reduce your tax bill, save for the long-term, and keep more of what you’ve earned.
    Man stretching tape measure

    Tue, Aug 6, 2024

    Can I Work While Receiving Social Security?

    Many near-retirees become eligible for Social Security benefits while they’re still working. Should you start taking your benefits now? Or should you wait? Consider these factors and strategies to help maximize your income.
    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.

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