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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Tax Brackets 2025

Learn how 2025 tax brackets affect your filing strategy, deductions, retirement contributions, and credits—and how to plan smarter before Tax Day.

December 08, 2025

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Money Gifts with Guilt

It can feel like a windfall when you get a monetary gift from a family member. But make sure you understand the expectations that may come with the money.

December 03, 2025

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Your Mid-Year Money Check Up

Are you on track to meet your financial goals? Follow these five steps to find out.

December 03, 2025

College and education

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529 Accounts for Study Abroad

Yes, families can use 529 distributions to pay for costs associated with study abroad programs—but there are restrictions. Here's what to know.

November 14, 2025

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5 Documents for College Kids

When your child becomes an adult, you lose access to their private information. Establishing these legal documents before they go off to college can offer peace of mind.

November 12, 2025

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Save or Pay Off Student Loans?

Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.

November 11, 2025

Estate planning

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Do You Need a Trust?

Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.

December 08, 2025

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Estate Planning Lessons

A strong estate plan requires clear documents and honest conversations. I learned this first-hand after losing my father, along with several other key lessons worth sharing.

November 28, 2025

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Lessons on Charitable Giving

How one woman's generous gift could help save lives—and what you can learn from her unique approach to philanthropy.

November 28, 2025

Saving for retirement

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Whether you're considering a traditional IRA or already contributing to one, it's a good idea to know what will happen when it's time to take your hard-earned savings out. Here are four questions to get you started.

December 10, 2025

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How Does a Roth IRA Work?

Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.

December 03, 2025

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Starting a 401(k) in Your 20s

Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.

December 03, 2025

In retirement

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Retirement Health Care Costs

Four tips for managing health care costs in retirement.

November 19, 2025

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Annuities and Estate Planning

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 19, 2025

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5 Questions for Gray Marriages

Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.

November 07, 2025

Tax planning

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Tax Brackets 2025

Learn how 2025 tax brackets affect your filing strategy, deductions, retirement contributions, and credits—and how to plan smarter before Tax Day.

December 08, 2025

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Understanding Tax Cost Ratio

Tax cost ratio is a key metric for tax-efficient investing. Here's what it is and how it works.

November 18, 2025

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Cryptocurrency Donations

Donating cryptocurrency offers potential tax benefits but also comes with unique considerations that can complicate the process.

November 14, 2025

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Retirement IRA 401(k) Taxes Financial Planning Budgeting Education Estate Planning Health Care Wills

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks, including loss of principal.

Past performance is no guarantee of future results.

This information on this website is for educational purposes only, and is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, you should consult with a qualified tax advisor, CPA, Financial Planner, or Investment Manager.