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With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more

While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y

Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motiva

The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what

Massive changes introduced by the SECURE Act (effective Jan. 1, 2020) have made many estate strategies outdated. If you haven’t created ...

The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

Even though Americans usually keep about 7% to 8% of their income in savings, that rate increased to more than 33% due to the pandemic.

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

More than $12 trillion is managed under sustainable and responsible investing principles.1 This includes mutual funds, endowments, and even

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver

As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate ta

Bonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there