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Preparing for the Expected
As Teddy Roosevelt once observed, "Old age is like everything else. To make a success of it, you've got to start young." The challenges...
2 min read


Don’t Be Your Own Worst Enemy
One of the most well-known investors of the 20th Century, Benjamin Graham, said that "the investor's chief problem—and even his worst...
2 min read


A Primer on Dividends
When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that...
2 min read


Understanding Equity Compensation
Employers do what they can to foster a sense of ownership in their employees. After all, if you stand to benefit from a company’s...
2 min read


How Financial Professionals Are Compensated
The fees that investors pay to financial professionals for their advice and services come in two basic forms: transaction fees and...
3 min read


Best-Performing Asset Classes
According to Yale University's Crash Confidence Index, only about 24% of investors are confident the stock market will not crash sometime...
1 min read


Four Steps to Valuing an Estate
Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s...
1 min read


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 founded. In 1797, Congress...
2 min read


Managing an Inheritance
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last...
2 min read


Yours, Mine, and Ours: Estate Strategies for Second Marriage
If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy. Unlike a typical first...
1 min read


Orchestrating Your Retirement Accounts
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they...
2 min read


AI Tools Changing Retiree Entrepreneurship
Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for...
2 min read
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