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Medicare Advantage 101

Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready...
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Assess Life Insurance Needs

If your family relies on your income, it's critical to consider having enough life insurance to provide for...
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A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon...
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A Brief History of Estate Taxes

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was...
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Estate Management Checklist

Do you have a will? A will enables you to specify who you want to inherit your property...
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Inflation & Your Money

"If the current annual inflation rate is less than 3 percent, why do my bills seem like they're...
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A Taxing Story: Capital Gains and Losses

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income...
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A Primer on Dividends

A Primer on Dividends When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company...
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Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their jobs are...
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Retirement Plan Choices for Small Businesses

As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the...