Latest
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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.
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Key to a Happy Retirement? Finding Yourself
Embracing your identity and purpose in retirement can help you avoid negative behaviors that thwart your happiness, joy and well-being.
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Apple TV+'s 'Loot' Offers Five Lessons for Inheriting Wealth
Season two just ended, and main character Molly (played by Maya Rudolph) has shown us multiple ways that new heirs should and should not be like her.
