What is a Non-Grantor Trust and How Does it Work?

Nongrantor trusts can be a useful tool for estate planning purposes. However, it is important to understand how they work and what their advantages and disadvantages are before deciding whether…

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7 ways to Create Steady Income for Retirees and Older Adults

Retirement is a time of life many look forward to, but it can also be a source of anxiety if you’re unsure how to make sure you have enough money…

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Five Mistakes to Avoid When Buying Life Insurance

Life insurance is designed to provide financial security to your loved ones after you are gone. Depending on your situation, this money might help to pay off debt, fund your spouse’s retirement,…

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What are Bonds?

Whether you’re new to investing or you’ve been investing for years, chances are you are you’ve heard of bonds, but you may not know exactly what they are. While they’re…

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What are 401k Contribution Limits?

Investing in a 401k is an important part of planning for your financial future. However, it’s important to understand the rules and regulations surrounding your 401k before you start investing….

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What is an Exchange Traded Fund?

What is an Exchange-traded fund (ETF)? ETFs are one of the most talked-about investment products today. But what exactly are they, and why should you consider investing in them? In…

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A Beginner’s Guide to Investing

Investing can seem daunting, especially if you’ve never done it before. While there are many resources out there to help you get started, the best way to become an investor…

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How to Start Saving for Retirement

While beginning early is always important – like simply saving $25 a month in your 20s – it doesn’t always work out where you’re able to put money aside into…

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How to File an Amended Tax Return

Did you know you can file an amended return for a federal tax return? If you’ve recently realized some information on your most recent tax return is inaccurate or incomplete,…

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How Does Social Security Work?

As you plan your retirement, understanding the benefits of social security can be beneficial. For many Americans, social security benefits play an essential part in their retirement income. Therefore, it…

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