What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
Are you currently negotiating a new job offer or searching for a new role?
This article aims to guide you on your journey.
The question is: how do you ensure
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Would you enjoy your retirement more in the U.S. or abroad?
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In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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How often do you set new financial goals? How often do you achieve them?
Most of us aren’t very successful with our goals, even when we have the best intentions
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The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
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When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize
Mortgage rates have risen as high as 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the
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What was the last money mistake you made?
If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
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What money topics are the most taboo to talk about?
Earnings, debt, inheritance, or net worth?
For most of us, many financial topics are simply off-limits.1
That
