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It’s Time to Have “The Estate Plan Talk”

It’s Time to Have “The Estate Plan Talk”

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics - money and death. But talking with your adult children about their inheritance can provide signature advantages for you and them. It can...

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4 Tips to Help You Avoid Timing the Market

4 Tips to Help You Avoid Timing the Market

Sudden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you see your investments lose value — or to buy when the market is surging. But predicting the effects of short-term market movements like these is nearly...

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Negotiating for Workplace Benefits

Negotiating for Workplace Benefits

Improve a job offer by thinking beyond your salary. It’s a job seeker’s market. The Great Resignation, which began in April 2021, has seen Americans leave their jobs by the millions, often in search of greener pastures. It has also produced a labor crunch, often...

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Hedging Against Inflation in Your Portfolio

Hedging Against Inflation in Your Portfolio

Rising inflation is a concern among investors. Here are five ways to protect your investments.  Over the past year, investors have become increasingly worried about how inflation might impact their portfolios. One measure of inflation, the Consumer Price Index (CPI),...

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The Benefits and Risks of Income Investing

The Benefits and Risks of Income Investing

Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people working toward financial independence or who need a predictable stream of income in retirement. Investors looking to...

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ESOPs: The Basics of Employee Stock Ownership Plans

ESOPs: The Basics of Employee Stock Ownership Plans

A company that wants to supplement its employees’ salary with equity compensation can do so in a variety of ways. The most popular is the employee stock ownership plan (ESOP). Besides offering employees a potentially valuable ownership stake in the company, ESOPs can...

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The Benefits and Risks of Income Investing

Should You Make Early Withdrawals from Your 401(k)?

Your 401(k) is a tax-advantaged retirement account built to help you save more for retirement. Contributions can lower your taxable income, and money inside your 401(k) grows tax-deferred. Withdrawals are subject to income tax. To encourage people to keep money in...

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Giving Back During the Holidays

Giving Back During the Holidays

The holiday season is a popular time to reflect on the past year and donate to causes you care about. Donations not only aid people and organizations in need; they also confer a potential tax benefit to the giver. Recent changes to the tax code resulting from the...

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Evaluating Your Executive Stock Options

Evaluating Your Executive Stock Options

As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of compensation, they also leave you with plenty of decisions to make about how and when to use them. It’s important to...

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