7 Effective Tax Optimization Strategies for High-Net-Worth Individuals
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)
When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding...
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5 Damaging Myths About Money Talks & the Facts Behind Them
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many...
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5 Amazing Places to Retire Outside of the U.S.
Would you enjoy your retirement more in the U.S. or abroad?
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How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
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How to Reprogram & Improve Your Money Mindset
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s...
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Negotiating a Great Mortgage in a High Rate Environment
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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7 Milestones At Age 50 & Above
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in...
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Investors & the Markets: What to Watch Out for in an Election Year
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are...
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4 Pervasive Myths About Inflation
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like...
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