Latest
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How to Add Home Equity to Your Retirement Income Planning
Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity.
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Retirees: Make Your Money Last With Stable Income Strategies
To avoid running out of money in retirement, you need to be able to generate reliable income — without relying on Social Security. Passive income is the key.
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If Done Right, Crypto Can Lower Risk in Your Investments
Here’s how including a small amount of cryptocurrency as part of a conservative investment strategy can actually de-risk your portfolio.
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Irrevocable Trusts: Less Control Equals More Asset Protection
Balancing the costs and benefits of surrendering control is key when ensuring a trust maker’s assets are properly managed and distributed the way they want.
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Why the Attack on 1031 Exchanges Is Likely to Fail (Again)
President Biden proposed the same cap on capital gains taxes last year, and it went nowhere. This year will probably be the same, but just in case, here’s what you can do.
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‘I Don’t Have to Show You Any Stinking Badges’
Companies whose employees or contractors access your property should provide them with proper ID for everyone's protection. Yet some still don't.
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A 529 Plan Strategy That Could Help Boost Your Financial Aid
Saving for college for all your kids in one 529 savings account could mean they'll get less in financial aid. Separate custodial 529s might be a better bet.
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Can You Tell a 'Finfluencer' From a Flimflammer?
For better or worse, finfluencers have dedicated followers on YouTube, TikTok and elsewhere. Before you take any financial advice, ask these three questions.
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Are You a Baby Boomer With Too Much Cash? Three Scenarios for What to Do
Investing in the market while the market is high might not seem like a good idea right now, but here are three scenarios to help you decide what to do.
