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What is a Roth IRA, and How Does It Work?
Find out what a Roth IRA is, how it works, how to determine if it's a suitable investment for you, and much more in this article.
What is Medicare Part B, and What Does it Cover?
Read this post to learn all about coverage, costs, and common questions you may have about Medicare Part B.
Year-End Tax Planning: Strategies to Save You Money
In this post, we’ll cover year-end tax strategies designed to help optimize this portion of your financial life.
What Is a Home Appraisal? A Complete Guide for Buyers
A home appraisal confirms that the property you're buying is worth the price you agree to pay—discover more about the process and what you should know.
The Widow's Tax Penalty: What It Is and How to Avoid It
The widow’s penalty surprises many people after the death of a spouse, often triggering higher taxes and reduced income that create a larger financial burden.
Self-Directed IRA (SDIRA): How it Works and How to Open One
Learn what exactly a self-directed IRA is, the advantages and risks of owning one, and how to determine if this type of investment is right for you.
Divorce: Your Ex-Spouse’s Rights to Retirement Benefits
Splitting retirement accounts as part of a divorce settlement? Learn about your ex-spouse’s rights to these retirement benefits and much more in this article.
Divorced Spouse Social Security Benefits: How They Work
Can a divorced spouse collect Social Security from his or her ex? Find out the answer to this and much more in our latest post.
What is a Portfolio Stress Test and Why It’s Important
A portfolio stress test can put you in a better financial position so the next market downturn won’t take an unnecessary bite out of your hard-earned savings.