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Retirement

What to Do With a 401(k) When Changing Jobs

Wondering what to do with an old 401(k)? Learn more about your 401(k) rollover options.
There's no one-size-fits-all answer for what to do with an old 401(k), but cashing out should be the last resort for most savers.
Retirement

Comparing Retirement Plans for the Self-Employed

Explore the pros and cons of the five most common retirement plans for the self-employed.
The right option for you will largely depend on your current earnings, how much you want to contribute and whether you have any employees—along with a few other factors.
Family

What Can a Trust Do For You?

Trusts are very different from wills, and different types of trusts can be used to accomplish different types of goals.
Trusts are like a Swiss Army knife: powerful and versatile planning tools that most people—especially those with complex or sizeable estates—should be aware of.
Retirement

Build on the Basics With Retirement Income 201

Advanced steps could help customize and stabilize your retirement income planning strategy.
As retirement income strategies become more advanced, the more likely it is that you’ll need professional tax help.
Family

Ideas for Preserving Generational Wealth

Once your retirement is secure, you may want to pursue strategies to preserve wealth beyond your lifetime.
With a legacy plan in place, you have an opportunity to make a difference that can be sustained long after you've passed away.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Taxes

Tax Deductions for the Self-Employed

Discover top tax deductions for self-employed workers—from the home office deduction to qualified business income.
The IRS allows self-employed individuals to claim a variety of expenses on their annual tax returns.
Home

Energy Tax Credits for EVs and Home Improvements

Reduce the cost of energy-efficient home improvements and clean energy vehicles with these Inflation Reduction Act tax credits.
Not only do these energy tax credits help reduce your taxable income, but they also can minimize the cost of purchasing an EV or creating a more energy-efficient home.
Home

2025 Housing Market Forecast

Is now a good time to buy a house? Find out how mortgage rates, housing prices and inventory may impact homebuying in 2025.
Strong home values, limited inventory, new buyers entering the market and construction challenges may continue to influence the housing market in 2025.
Taxes

Tax Deductions and Credits for Homeowners

Explore nine tax breaks for homeowners that can help you offset the rising cost of owning a home.
While the costs of owning a home have increased in recent years, there are many opportunities to save money by lowering your taxes.
College

Guide to Paying Off Student Loans

Find the method of paying off student loans that works best for you.
The best way to pay off student loans starts with an understanding of your monthly income and expenses.
Insurance

What to Do Before and After Disaster Strikes

Getting your finances ready for a possible disaster is important for your ability to recover.
While it's common to want to get back to normal as quickly as possible after a disaster, rebuilding may take longer than you'd like.
Retirement

Jump-Start Your Retirement Savings With These Tips

Applying a few simple tactics to save for retirement can help you enrich your next egg as you reach each life milestone.
When it comes to saving for retirement, there's no time like the present. The sooner you start saving, the more time your retirement nest egg will have to grow.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Planning

Security

Protecting Yourself From Investment Scams

Investment fraud has become the costliest form of fraud in America. Find out how to protect yourself.
Approximately one in 10 investors will fall victim to investment fraud at some point in their lives, according to researchers at the University of Pennsylvania's Wharton School.
Family

How to Afford Fertility Care

Determining how to pay for fertility treatments can be challenging. Explore eight solutions that may help lower your out-of-pocket costs.
Affording fertility care is often a challenge for those pursuing treatment.
Family

Paying for Adoption Costs

High costs can be a barrier to pursuing your adoption dreams. These resources may help.
The good news is that many parents ultimately find ways to make adoption costs more manageable.
Taxes

Guide to Common Tax Deductions and Credits

Explore several tax breaks that can help you pay fewer taxes.
Taking the time to explore all the tax breaks that may be available to you can lead to significant savings.

Showing 1 - 16 of 350 results

Showing 1 to 16 of 350 results

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This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

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