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Little nuggets of wisdom for your wealth

Blue Social Security card (required for social security benefits)

Social Security Benefits

Understanding Social Security Benefits Approximately 71 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances. How does

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Young couple at table reviewing finances and establishing a financial safety net.

Getting Started: Establishing a Financial Safety Net

Establishing a Financial Safety Net In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises. One way to accomplish this is by setting up a cash reserve, a

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Man and woman in yellow Adirondack chairs on deck discussing life insurance at various life stages.

Life Insurance at Various Life Stages

How the Need for Life Insurance at Various Life Stages Changes Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once

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Daughter at table with mother using laptop and considering asset protection in estate planning.

Asset Protection in Estate Planning

Options for Asset Protection in Estate Planning You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit

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Digital graph indicating taxation of Investments.

Taxation of Investments

What You Need to Know About Taxation of Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head about the taxation of investments. Just how do

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Two students walking and talking about 529 Plan rules for contributions and withdrawals.

529 Plan Rules for Contributions and Withdrawals

529 Plan Rules 529 plans can be powerful college savings tools, but you need to understand the 529 Plan rules and how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals. How much

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