Category: Wisdom & Wealth

Woman pumping arms excited about learning six keys to more successful investing.

Six Keys to More Successful Investing

What are the Six Keys to More Successful Investing? A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful, and all investing involves risk, including the possible loss of principal, here are six keys to more successful investing that you may find helpful. 1.

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A couple estimating retirement income needs.

Estimating Retirement Income Needs

Estimating Retirement Income Needs You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds because planning for and estimating retirement income needs is not

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Two people at table mastering trust basics together.

Trust Basics – What is a Trust?

Learning Trust Basics Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose. Although trust law is

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Man's hand using calculator while trying to understand IRAs.

Understanding IRAs

Understanding IRAs and what types of IRAs are available The two major types of IRAs are traditional IRAs and Roth IRAs. Both allow you to contribute as much as $7,000 in 2024 ($6,500 in 2023). You must have at least as much taxable compensation as the amount of your IRA contribution. But if you are

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Tax Planning for Income

Don’t Pay More Tax Than You Have To You don’t want to pay more federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. 1. Postpone your income to minimize your current income tax liability By deferring (postponing) income

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