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Trusts — Not Just for Estate Taxes
In the past, trusts were often used to avoid estate taxes, but that...
Retiring in a Down Market? Don’t Panic
Market volatility makes most investors nervous, but a big downturn...
Are You Eligible for Any of These College-Related Federal Tax Benefits?
College students and parents deserve all the help they can get when...
HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks
Financial markets reacted turbulently to the collapse of Silicon...
Bear Market Emotions: Strategy vs. Reaction
Market volatility is stressful for many investors, and 2022 offered...
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Municipal bonds are issued by public entities such as state and...
Social Security Offers Benefits from Birth Through Old Age
The bulk of Social Security benefits go to retirees, but Social...
Keep an Eye Out for IRS-Related Scams
The IRS warns that although scams are especially prevalent during...