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Passive Investing: Right for You?
Passive Investing: Right for You? Passive investing is basically making an investment decision and sticking with it long term,
How To Choose a Trustee
How To Choose a Trustee Are you setting up an estate plan and searching for someone to name as
Emotionally Adjusting to Retirement
Emotionally Adjusting to Retirement There are three emotional fear factors when people consider retirement: The loss of professional status.
Required Minimum Distribution Rules
Required Minimum Distribution Rules When making minimum distributions from a retirement account, the required minimum distribution is a term
You Can’t Take Your Heirlooms With You
You Can’t Take Your Heirlooms With You Suppose it is your responsibility to designate the next owner of a
Is Preferred Stock a Happy Medium?
Is Preferred Stock a Happy Medium? Preferred stocks occupy the middle ground between bonds and common stocks. Like bonds,
Tackling Tough Health Decisions With a Health Care Proxy
Tackling Tough Health Decisions With a Health Care Proxy Some of the hardest choices you will ever make involve
Wedding Bells, Again
Wedding Bells, Again Some marriages are blissfully successful, but the estimated failure rate is over 50%. All too often,
Reading Stock Charts: Serious Business
Reading Stock Charts: Serious Business When it comes to reading charts, stock analysts generally follow two distinct schools of
Cutting the Cord Sooner
Cutting the Cord Sooner Many people retire sooner or later than the typical age of 65. An entire movement
What’s the Story on Gift Taxes?
What’s the Story on Gift Taxes? In brief, the IRS is not imposing a tax on the sweater you gave
Things to Consider Before Disinheriting a Child
Things to Consider Before Disinheriting a Child Joan Crawford, the movie star, was famously stingy in her will when
How to Invest and Then Still Sleep at Night
How to Invest and Then Still Sleep at Night Everyone has their own level of risk tolerance or risk
Tax Planning: A Year-Round Task
Tax Planning: A Year-Round Task Tax planning is a 12-month activity. It’s not something you try to fix fast
Understanding DNR Orders: Medical and Legal Perspectives
Understanding DNR Orders: Medical and Legal Perspectives DNR stands for do not resuscitate. In most cases, DNR orders are
Wills vs. Trusts: What’s the Difference?
Wills vs. Trusts: What’s the Difference? When you are thinking about your estate planning process, you will want to
Back to Basics in Investing
Back to Basics in Investing The more people have achieved in their professional lives, the more uncomfortable they are
What To Know About Trusts and Taxes
What To Know About Trusts and Taxes For all intents and purposes, a trust is considered its own entity. Trusts
Protect Your Digital Assets
Protect Your Digital Assets Digital estate plans are effective ways by which you can successfully protect yourself online. They
Step-Up in Basis Rule is an Heir’s Best Friend
Step-Up in Basis Rule is an Heir’s Best Friend The step-up tax adjustment has been under siege for decades but
