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- HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
- Dividends for Income and Total Returns
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- A Wealth of Information: How to Read a Mutual Fund Prospectus
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- Adjusting Your Tax Withholding
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- HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
- Avoiding Probate
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- Where to Look for Lost and Forgotten Money
- Consider a Bond Ladder for Rising Interest Rates
- HOT TOPIC: High Inflation: How Long Will It Last?
- Working While Receiving Social Security Benefits
- Baseball Lessons That Might Help Change Up Your Finances
- Planning to Quit Your Job? What to Know Before You Go
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- Food Inflation: What’s Behind It and How to Cope
- Key Retirement and Tax Numbers for 2022
- Splurge or Save? Making the Most of Your Income-Tax Refund
- What’s the Difference Between Medicare and Medicaid?
- Flood Insurance: Be Prepared for Rising Waters and Changing Rates
- When Two Goals Collide: Balancing College and Retirement Preparations
- If You Don’t Have a Will, You Probably Should
- When Buying Is Easy, Paying Later Can Be a Problem
- HOT TOPIC: Help Wanted: Why Can’t Businesses Find Enough Workers?
- Building Blocks for Financing College with Less Debt
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- Are You a HENRY? Consider These Wealth-Building Strategies
- Did You Know Medicaid May Pay You as a Family Caregiver?
- HOT TOPIC: The Fed Pivots to Fight Inflation
- Charitable Giving Can Be a Family Affair
- Your Social Security Statement: What’s in It for You?
- Looking Back, Looking Forward
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Research Articles
- What Key Estate Planning Tools Should I Know About?
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- How Can I Benefit from a Charitable Lead Trust?
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- How Can I Benefit from a Wealth Replacement Trust?
- Could My Family Benefit from a Family Limited Partnership?
- What Is the Best Form of Property Ownership for Me?
- History of the Federal Estate Tax
- What Is a SIMPLE?
- What Is an IRA Rollover?
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- What Is a Profit-Sharing Plan?
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- How Much Do I Need to Save?
- A New Chapter for Retirement
- Unforgettable Birthdays
- Don’t Bank Your Retirement on Your Business
- What Are My Retirement Planning Options?
- Will Social Security Retire Before You Do?
- Social Security Income
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- Save Now or Save Later?
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- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
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- What Is an Annuity?
- What Is the Difference Between a Fixed Annuity and a Variable Annuity?
- What Investment Risks Should I Know About?
- What Are the Different Classes of Assets?
- What Is Asset Allocation?
- How Can I Save for My Child’s College Education?
- What College Investment Options Do I Have?
- What Stock and Bond Investing Alternatives Do I Have?
- What Is Dollar-Cost Averaging?
- 529 Lesson Plan: High Scores for 529 Plans
- What Are Some Tips for Managing My Money?
- How Long Will It Take to Double My Money?
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- What Advantages Does a Biweekly Mortgage Offer?
- What Are Some Smart Ways to Refinance?
- What About Financial Aid for College?
- How Does Inflation Affect Me?
- Why Purchase Life Insurance?
- Life Insurance for Business Owners
- What Is Split-Dollar Life Insurance?
- Disability Income Insurance for Business Owners
- What Is Term Life Insurance?
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- How Can I Maximize My Insurance Benefits?
- How Can I Insure My Future?
- How Can I Protect My Home?
- Do I Need Disability Income Insurance?
- How Can I Determine the Financial Strength of My Insurance Company?
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- What Does Medicare Cover?
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