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Planning & Retirement

Prepare for financial milestones and events

Financial planning

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Air Jordans: Diversification

My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

August 20, 2025

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Philanthropy During a Crisis

The need for giving has never been greater, especially when disaster strikes. Two philanthropy experts discuss ways donors are rising to the occasion.

August 15, 2025

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Beware P2P App Scams

What are the risks of peer-to-peer payment apps? Here's what you should know to avoid potential pitfalls and scams.

August 15, 2025

College and education

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Ways to Pay for College

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.

August 15, 2025

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529s for Multiple Generations

Under the right circumstances, a dynasty 529 college savings plan can fund your family's education for generations to come.

August 15, 2025

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529s Benefit From FAFSA Update

529 accounts owned by someone other than the beneficiary's parent no longer affect need-based financial aid. Here's what to know before you open an account for your grandchild or other family member.

August 14, 2025

Estate planning

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How to Use a QPRT

Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.

August 20, 2025

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Estate Tax Uncertainties

Three trust types that may help guard against future estate tax changes.

August 20, 2025

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Ways to Pay for College

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.

August 15, 2025

Saving for retirement

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Retiring Single

Single retirees face special considerations for everything from saving enough to planning for incapacity. These five questions will help you get ahead of any potential challenges.

August 14, 2025

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What Is a Reverse Rollover?

Two scenarios in which a reverse rollover may make sense.

August 05, 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.

June 10, 2025

In retirement

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Wealth Transfer While Living

It can sometimes make sense to gift assets to heirs during your lifetime rather after you're gone. Here's what to consider.

August 15, 2025

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What Is a Conservatorship?

A conservatorship grants a person legal authority over another's financial and personal matters in the event of incapacity. Here's how they work and how to potentially avoid one.

August 15, 2025

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Robo-Advisors and Retirement

When it's time to make the shift from saving for retirement to living off your savings, what's a good way to help create a steady stream of income that lasts as long as you do?

August 13, 2025

Tax planning

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Estate Tax Uncertainties

Three trust types that may help guard against future estate tax changes.

August 20, 2025

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How to Use a QPRT

Qualified Personal Residential Trusts (QPRTs) can be effective estate planning tools that may help you pay fewer gift and estate taxes when passing on a house to your heirs.

August 20, 2025

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What Is a Composite 1099 Form?

Brokerage accounts typically generate a 1099 composite form. Learn some important sections of the tax form and when to expect your 1099 composite form.

August 20, 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.

Investing involves risk, including loss of principal.

Past performance is no guarantee of future results.

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.

The information provided here is for general informational 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, consult with a qualified tax advisor, CPA, financial planner or investment manager.