Latest
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This Election, Your Financial Plans Should Focus on Taxes
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden.
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Limited Liability Companies (LLCs): How Assets Are Protected
An LLC can prevent problems with assets within the LLC from affecting assets outside the LLC, but there are limits to asset protection.
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How Much Retirement Income Could Your ESOP Generate?
This is how you turn the money in your Employee Stock Ownership Plan (ESOP) into a retirement nest egg, plus an example with actual numbers.
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Five Thoughts About the Election and Your Money From a Financial Planner
Here are some predictions, based on a lot of historical evidence, about what’s coming in relation to your money as we approach the election.
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Seven Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are seven things happy retirees do – besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
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What Could a Harris Presidency Mean For Social Security and Medicare?
A look at Kamala Harris' stances on Social Security and Medicare, including her history with the programs.
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Taxes on Retirees: A State by State Guide
Retirement Taxes See how each state treats retirees when it comes to income, sales, property and other taxes.
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Murdochs' Dispute Highlights Benefits of Trusts in Nevada
As Murdoch family members clash over who will control voting shares in the Fox media empire, the court proceedings, in Nevada, are private.
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Social Security COLA Is 2.5% for 2025: What to Know
The 2025 Social Security COLA, tax wage cap and how much you need to earn to qualify for SS credits has been announced by the Social Security Administration.
