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As the year winds down, it’s not just a time for holiday planning—it’s one of the most crucial periods for financial housekeeping. A few strategic
The Social Security program allows you to start receiving benefits as soon as you reach age 62. The question is, should you? Monthly payments differ
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can
Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks have not performed
In an increasingly digital economy, managing your financial security is more important than ever. Whether you’re shopping online, using mobile banking, or transferring funds electronically,
When you hear the term “volatility,” you might immediately think of a wild roller coaster ride. In the world of finance, however, volatility represents more
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still
While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are