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Eight Types of Trusts for Owners of High-Net-Worth Estates
Trusts can help high-net-worth people protect assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
By Jeffrey M. Verdon, Esq. • Published
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Four Steps to Help You Have a Comfortable Retirement
Planning for retirement can be daunting, but the plan is what makes it more likely you’ll get to spend retirement relaxing and doing the things you love.
By Tony Drake, CFP®, Investment Advisor Representative • Published
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Prepare for 2026 Estate Planning With SPATs, SLATs and DAPTs
The estate tax exemption is set to drop significantly in 2026, but these alternative tongue-twisting tax-savvy trusts could help.
By John M. Goralka • Published
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12 Cheapest Small Towns to Live In
real estate The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
By Dan Burrows • Last updated
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Estate Planning and Unequal Inheritances: Talking Is Key
Open communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
By David Handler, J.D. • Published
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9 Tax Deadlines for April 18
tax deadline Between requesting a tax extension, making IRA or HSA contributions, and meeting other tax deadlines, there's more to do on Tax Day than just filing your federal income tax return.
By Rocky Mengle • Last updated
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Five Things Federal Employees Should Know for Retirement
Knowing the ins and outs of retirement is challenging, especially for federal government employees.
By Joe F. Schmitz Jr., CFP®, ChFC® • Published
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How to Fix Social Security and What to Do While We Wait
Here are four proposals to modify the Social Security program and to ensure the program keeps going strong for future retirees.
By Jerry Golden, Investment Adviser Representative • Published
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Want Your Financial Future to Look Brighter? Here’s Where to Start
While we personally don’t have control over some of the biggest financial worries, there are strategies we can use to weather the risks and achieve a successful retirement.
By Kelly LaVigne, J.D. • Published