Estate Planning

How do I leave a legacy?
Can I afford long-term care?
What happens if I become incapacitated?
What happens with my finances after I die?
A loved one just died, how can I avoid taxes while filing their death claim?

Knowledge Base

Important Lessons From the Bull Market’s 10th Anniversary

Important Lessons From the Bull Market’s 10th Anniversary

Important Lessons From the Bull Market’s 10th Anniversary March 9, 2019 marked the 10-year anniversary of the S&P 500 beginning its climb from the...

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What Does a Yield Curve Have to Do with a Recession?

What Does a Yield Curve Have to Do with a Recession?

What Does a Yield Curve Have to Do with a Recession? The yield curve – and a potential inversion in the yield curve – has been the subject of much concern...

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Harvesting Season for Tax Savings

Harvesting Season for Tax Savings

Harvesting Season for Tax Savings Using investment losses to offset taxes on gains – a strategy known as tax-loss harvesting – can be an effective way for...

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The State of U.S. Household Debt

The State of U.S. Household Debt

The State of U.S. Household Debt U.S. household debt rose to $13.3 trillion as of the second quarter of 2018, according to the Federal Reserve Bank of New...

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