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Personal Finance
When most people hear “529 plan,” they immediately think of college savings. While that is the primary purpose of these accounts, recent rule…
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Many retirees report that good health is one of the most important factors for their happiness in retirement. In addition, avoiding…
A common theme across personal finance literature is that the end of the year brings important financial housekeeping tasks. Budgeting and…
As a business owner you might wish to gift your business to a child or other designated heir. The problem is…
By the time your aging parents reach age 65 or 70, things may have changed in the family for estate planning…
Call it the “risk paradox.” You know when to play safe—you don’t invest money you’ll need soon in the stock market.…
Sitting at a kitchen table, George Kinder asked a question of a young woman. Her response opened the door to a…
