As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the
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When starting a business, you must consider a number of tax-related issues. Although business tax planning is a complicated area, it is essential to understand
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As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and
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Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth.1 Over the next few decades, many Boomers may transfer this wealth to their
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Growing old is simply one thing you can’t avoid. The goal is to enjoy your retirement years as you imagined after a lifetime of working. One aspect of growing
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For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be
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You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to
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Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in
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From unemployment to a sudden health crisis to a crippling accident, being financially prepared for life's many challenges may smooth the road ahead. Whether
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With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education
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September is self-improvement month and a great time to work on your financial health. When you think of self-improvement, you likely think of your health or
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Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk