About 61 million adults in the U.S. live with a disability. Many of these disabilities are serious enough to impact a person’s daily life.1
There may be
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The highly sought-after six-figure salary isn’t what it used to be. Time Magazine reported a startling statistic from a survey conducted by the financial
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The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at
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Wealth transfer is more than just a financial transaction; it's an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating
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In the world of investing, risk and reward go hand-in-hand. To help manage risk and reward, investors often utilize a portfolio diversification strategy that
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Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality
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Valentine’s Day represents love, but not just for couples. You can also spread the love through sharing your family business succession plan with the loved ones
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Since the 14th century in Rome, Valentine’s Day has been that one day of the year that represents love and romance. For a business owner, it is the perfect day
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A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth. Healthcare, long-term care (LTC) insurance, and other wealth
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Tax identity theft is a serious type of fraud that affects individuals of all ages and stages of life. To steal a person's tax identity, a scammer uses that
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Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost
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Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and
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