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It’s that time of year again! No matter how carefully you’ve planned and budgeted in the past, there’s always the temptation to overspend during the holiday season. A festive mood (and a bit of social pressure) can push even the strongest among us to whip out the credit card one…
With one percent of people now owning half of the world’s wealth, it might make you wonder if wealthy people have some sort of secret that the rest of us just haven’t learned yet. And actually, that might be true to some extent. There are certainly things you can do…
Whether you are currently retired or still a member of the workforce, there’s a good chance that part of your retirement income will come from Social Security benefits. Since the Administration makes changes to the program on a regular basis, you can’t just make retirement plan and then forget about…
Are you currently maxing out your retirement plan contributions, but still looking for a way to expand your savings opportunities? Do you fall into one of the higher tax brackets, and need a way to pass assets to your heirs while bypassing the estate tax? There are several reasons that…
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