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Category: Personal Finance

Tax Simplification That Really Is

One of the biggest misnomers coming out of Washington is the idea of “tax simplification,” where Congress purportedly makes it…

A Parent-Child Conversation about College Costs

If you're the parent of a high school student who's looking ahead to college, it's important to have a grown-up…

Financial Tips for Young Adults

Organizing your finances and creating a long-term financial game plan for yourself can seem like a daunting task. Here are…

Four Tips for Downsizing in Retirement

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It…

Don’t Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages. That's because time allows your…

What Is Cyber Insurance and Should Your Business Have It?

Does your company use electronic data? Does it store or communicate potentially sensitive information about customers, employees, or competitors? If…

How Do the Economic Milestones of Young Adults Today Compare with Prior Generations?

If you're the parent of a young adult who is still living at home, you might be wondering whether this…

Why is My Portfolio Not Up as Much as the Market?

Every so often, a well-intentioned investor will ask the question, “why is my portfolio not up as much as the…

Protecting an Investment in Jewelry

High-net-worth individuals often underestimate the value of their jewelry collection. Often, people do not think of jewelry as an investment,…

Retirement Planning for Millennials

For millennials, also referred to as Gen Y, retirement can seem light-years away. While retirement might feel like a lifetime…