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Here are some things you might consider before saying goodbye to 2021.
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.
Divorce is not only emotionally taxing, it is financially difficult, as well. Here are 4 financial challenges to be prepared for.
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
Preserving wealth for generations to come is no easy feat, but there are some assumptions that just aren't true.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
A donor-advised fund can help you maximize your charitable deductions for the year. But did you know it also comes with additional tax benefits? Read on to learn more.
Divorce is a life-altering process no matter your net worth. If this is something you may be going through, there are a few things you can do now to help protect your financial wellbeing.
The IRS has extended the tax filing season for a second time since the start of the COVID-19 pandemic. Here's what those who have yet to file their tax return need to know.
Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.
Tax season can be stressful. Keep things simple with this 2021 tax season to-do list.