Changing policies and regulations periodically reshape the landscape of estate tax laws. In 2025, wealthy individuals must be aware of critical changes
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Year-end charitable giving is often associated with the spirit of doing good during the holiday season. It gives the donor a feeling of satisfaction and, in
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As the year comes to a close, there are some important deadlines that you shouldn’t ignore. These deadlines affect your taxes, savings, and, perhaps, your
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Approximately 60 million workers contribute to a 401(k)-retirement plan. A 401(k) is a tax-advantaged retirement savings plan companies offer employees and is
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Financial stress is an interesting challenge for high-net-worth individuals and families since most financial advice tends to be targeted toward those earning
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Many parents want to provide their children with the best possible help and care, even when they transition into college. However, as the children come of age
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This is the perfect time to take steps to help your home avoid damage from summer storms and other weather. Hurricane season runs from June to November, and it
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Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation.
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Being a small business owner can be rewarding but also may bring a lot of stress. You may be experiencing the pressures of trying to grow your company while
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If you're getting ready to buy a home, there are a few key steps you can take to prepare your finances for this major lifestyle shift. Here we discuss three
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For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time
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It’s an old question: Can money buy happiness? Up to a point, yes. But without deep personal relationships, more dollars don’t make you happy. On Father’s Day
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