Latest
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Should You Take Your Pension as a Lump Sum?
The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
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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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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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What Home Equity Is and Why It's a Valuable Long-Term Investment
Understanding what home equity is and why it's such a valued long-term investment.
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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.
