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There’s no getting around the fact that we must pay taxes throughout our lives. Implementing strategies to help control and manage those taxes is a critical component of your overall financial plan. By taking advantage of opportunities to reduce your taxable income and potentially maximize tax deductions, you can redirect . . .

Looking for a great way to invest in a child’s future? A tax-advantaged 529 college savings plan is specifically designed to help families save for future college expenses. It can make a big difference in helping a child achieve their education goals and career aspirations. How does it work? Although . . .

Wilderness guides tell us that the way to survive a bear attack is not to flee, but to face it down because you can’t outrun or outclimb a bear. The same is true of a bear market (prolonged decline with major indices falling by 20% or more1). If you flee . . .

We’ve all heard the old adage to “buy low, sell high,” but the reality is, some investors do just the opposite—they buy high and sell low. Taking a look back at market history, while factoring in behavioral science, shows us not only why investors react this way, but more importantly, . . .

We’ve all heard the old adage to “buy low, sell high,” but the reality is, some investors do just the opposite—they buy high and sell low. Taking a look back at market history, while factoring in behavioral science, shows us not only why investors react this way, but more importantly, . . .

We’ve all heard the old adage to “buy low, sell high,” but the reality is, some investors do just the opposite—they buy high and sell low. Taking a look back at market history, while factoring in behavioral science, shows us not only why investors react this way, but more importantly, . . .

History has revealed that crises and extreme circumstances often inspire courage, innovation, and reinvention. That’s because we’re often forced to change our traditional approaches and ideas in response to our new environment, and as a result, new and incredible possibilities often emerge. We consider those who can find the opportunity . . .

Taking Advantage of a Roth Contribution Option Can Give You Some Flexibility in Retirement According to Vanguard’s “How America Saves 2024,” 82% of employers offer a Roth 401(k) option in addition to a traditional, or regular, 401(k) option. However, just 17% of employees contribute to a Roth. If you have . . .

Retirement savings isn’t the only financial goal you should consider in your lifetime. There are other milestones that you ought to take into account as well. When it comes to financial stability, people tend to focus on paying off debt and saving for retirement. In reality, many other financial goals . . .

Purchasing your first home is a tremendous financial commitment. There are a number of factors to consider before signing off on that long-term mortgage. So, you’re looking to purchase your first home. Congratulations! It’s an exciting time, creating a safe and secure home for yourself (and perhaps family) while building . . .