Perspectives
 

Financial planning

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What are liquid assets?

How to get cash without dissolving investments

Leveraging the assets in your investment portfolio can provide quick access to cash.

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Financial planning

 

Financial planning through market volatility

It’s a good time to make sure all aspects of your financial life are on the right track.

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6 year-round tax tips

Thoughtful planning year-round can help you reduce your tax liabilities.

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Financial planning for families with a disabled child

Caring for a disabled child often requires more from your finances. These five steps can help you plan for your family’s financial future.

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Financial planning for divorce: Dividing money after a split

One of the many challenges of divorce is dividing assets with your former spouse. But, with proper planning, you can take charge of your financial future.

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How to pay for college?

With the significant cost associated with higher education, you need to take advantage of opportunities to save in advance.

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Financial planning tips for the sandwich generation

Three tips on how to take care of your own finances while financially supporting others.

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Financial planning for singles

As a one-person household, your financial equilibrium is in your hands. Set yourself up with these tips.

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Combining finances after marriage

If you’re remarrying and have children, it pays to assess your finances before you say “I do.”

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Strategies for navigating family financial conversations

Talking with loved ones about money can be complex. Here are some strategies to navigate the topic with tact as you plan your family’s financial future.

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The real impact of the Tax Cuts and Jobs Act

Two ways you may be able to benefit through 2025.

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What should you do with extra cash?

Before you use it to treat yourself, consider the ways a cash surplus can help you improve your finances.

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How to set financial goals in 5 steps

Setting and working toward financial goals becomes easier when you reflect on your intentions.

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How insurance planning can help protect your legacy

An insurance policy can be as unique as you are. Finding a policy suited to your needs may help you reach your goals and safeguard your financial legacy.

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Financial responsibility for kids: 3 low-risk exercises

Give your children room to make mistakes on their path to becoming financially responsible.

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What is alternative minimum tax (AMT)?

The AMT was created to make sure wealthy taxpayers pay their fair share of taxes. Here’s how it could affect you at tax time.

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Business owners

 

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

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Business succession planning: Keeping it in the family

Planning ahead may potentially ease the transition of your family business without a major tax hit.

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Should I sell my business?

Inform your preferred transition approach one answer at a time.

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Succession planning tips for business owners

Understand your options and what questions to ask as you transition your business to a new owner.

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Charitable giving

 

Tax deductions on charitable donations

There are many ways to “share the wealth,” but careful planning can make a difference.

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Private foundations vs. donor-advised funds

How you direct your charitable giving is determined by what you’d like to achieve.

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Strategic philanthropy:
3 steps to creating a giving plan

Meaningful giving starts with a purposeful plan.

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Retirement planning

 

How to maintain your lifestyle in retirement

Seven financial strategies that can help you work toward the retirement you want.

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Taxes in retirement

Don’t overlook the impact of taxes as you plot out your retirement income strategy.

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How much should I save for retirement?

A look at what percentage of earnings to set aside and strategies to stay on track at different life stages.

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3 retirement withdrawal strategies

You have worked hard to save money for retirement, but do you have a plan in place for spending it?

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Retirement planning checklist

Review 11 important factors that can affect how you plan for retirement.

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