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- Child Tax Credit for 2021: Will You Get More?
- A More Affordable Life Insurance Solution
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- Corporate Debt: Are Juicier Yields Worth the Extra Risk?
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- HOT TOPIC: Rising Inflation: Where Will It Go from Here?
- Real Estate for Income and Diversification
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- Portfolios Get Personal: Growing Interest in Socially Responsible Investing
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- HOT TOPIC: High-Frequency Indicators: Where to Look for Signs of Recovery
- A Financial Wellness Plan Can Help Pave the Road to Retirement
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- Working While Receiving Social Security Benefits
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- Key Retirement and Tax Numbers for 2021
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- HOT TOPIC: Pandemic Relief Measures and Your Tax Return
- Sequence Risk: Preparing to Retire in a Down Market
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- HOT TOPIC: Revisiting the 4% Rule
- Five Tips to Regain Your Retirement Savings Focus in 2021
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- Should You Pay Off Student Loans Early or Save More for Retirement?
- Putting Your Nest Egg in Three Baskets
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- Income Investors May Find Closed-End Funds on Sale
- Your Business: Could You Benefit from a Roth Conversion in 2020?
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- Passive, Active, or Both?
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Research Articles
- What Key Estate Planning Tools Should I Know About?
- What Are the Pitfalls of Probate?
- How Can I Build and Preserve My Estate?
- How Will I Pay Estate Taxes?
- Can I Benefit from an A-B Trust?
- What Gifting Strategies Are Available to Me?
- History of the Federal Estate Tax
- Why Do People Buy Annuities?
- What Is a Split-Annuity Strategy?
- What Are Annuity Living Benefits?
- A New Chapter for Retirement
- What Is a 1035 Exchange?
- Will Social Security Retire Before You Do?
- Social Security Income
- What Is an Indexed Annuity?
- What Is the Estate Tax?
- What Is the Gift Tax?
- How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
- What Is a Required Minimum Distribution?
- When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
- What Tax-Advantaged Alternatives Do I Have?
- What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
- How Can I Upgrade My Insurance — Tax-Free?
- Why Purchase Life Insurance?
- Why Are Annuities Considered an Insurance Product?
- Life Insurance for Business Owners
- What Is Split-Dollar Life Insurance?
- What Is Last-Survivor Life Insurance?
- Disability Income Insurance for Business Owners
- What Is Term Life Insurance?
- What Is Whole Life Insurance?
- What Is Universal Life Insurance?
- How Can I Maximize My Insurance Benefits?
- How Can I Insure My Future?
- Do I Need Disability Income Insurance?
- What Types of Health Coverage Are Available?
- What Is the Difference Between an HMO and a PPO?
- Am I Prepared for Long-Term Care Expenses?
- What Does Medicare Cover?
- How Likely Am I to Need Long-Term Care?
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