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IS YOUR FAMILY PREPARED? Life’s emergency situations require advance planning. Preparation is key, which is why for years we have encouraged our own families, friends, and clients to use our Document Checklist & Family Organizer Worksheet.
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IS YOUR FAMILY PREPARED? Life’s emergency situations require advance planning. Preparation is key, which is why for years we have encouraged our own families, friends, and clients to use our Document Checklist & Family Organizer Worksheet.
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The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Use this calculator to determine whether you qualify for the different types of IRAs.