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What Is the Rule of 72, and How is it Used?
The Rule of 72 can help you make informed decisions about saving, investing, and planning for the future. Read more about the rule here.
What is a Fiduciary Financial Advisor?
What are fiduciary financial advisors, and how do they differ from other financial advisors? Read our post to find out.
What to Do If You Survive Your Spouse: A Financial Checklist
It’s extremely difficult to disentangle the finances of a spouse following his or her death. This post will help.
Read This Before Downsizing Your Home for Retirement
As many retirees who downsize reap less profit than what they had originally anticipated, consider taking these steps to align your expectations with reality.
Is Your Financial Advisor Switching Firms? Evaluate Your Options
If you recently learned your financial advisor is switching firms, check out this advice before committing to next steps.
How to Find and Choose a Financial Advisor
Want to find the right financial advisor for your needs but don’t know where to start? This article is a great resource so you can do just that.
Tax-Loss Harvesting: What It Is and How it Works
Tax-loss harvesting can help investors lower their tax bill and keep more of their money invested.
Capital Gains Tax and Selling Your Home
If you’re looking to sell a home that has substantially increased in value over time, know that capital gains tax could take a big bite out of your earnings.
Getting a Good Deal on Your Next Vehicle: How Vehicle Leasing Works
This article will help you better navigate the vehicle leasing process so you can feel more confident the next time you visit a dealership.