7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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How Hindsight Bias Hurts Investors
How many of your financial choices are based purely on logic? It could be fewer than you think. That’s because most of...
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Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain...
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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How to Beat Investing FOMO: The Power of Patient Wealth Building
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
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A Guide to Pensions & Retirement Benefits
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most...
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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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5 Signs You’re Headed for a “Cushy” Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality...
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Retirement nearing? Do these 5 things first.
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision...
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How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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