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Little nuggets of wisdom for your wealth

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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Man and child playing with blocks for What does Medicare cover article.

What Medicare Covers

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts that you should know about what Medicare covers. What Medicare covers Medicare coverage consists of two main parts:

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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

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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

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