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Dressed for Retirement Success: Organizing Your Financial Closet Thumbnail

Dressed for Retirement Success: Organizing Your Financial Closet

As you approach retirement, you're probably envisioning a future of leisure, adventure, and well-deserved relaxation. But just as you plan your wardrobe for different seasons, organizing your financial closet is crucial to help manage a successful retirement journey. Here are a few key steps to help you dress for retirement success.

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Why Women are More Savvy Investors than Men Thumbnail

Why Women are More Savvy Investors than Men

While women are sometimes considered to be more reluctant to invest than their male counterparts, when they do invest, they tend to outperform males and often get a greater overall return. Interestingly, this initial perceived reluctance often works in the women investor’s favor.

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5 Financial Reasons to Love Being Single On Valentine's Day Thumbnail

5 Financial Reasons to Love Being Single On Valentine's Day

If you are a single person, Valentine’s Day probably doesn’t mean all that much to you, aside from the relief of not having to spend all of that money on jewelry, flowers, chocolates, and an expensive dinner. Valentine’s Day can become rather expensive, but it can also be a day for singles to give their finances the love and nurturing they need.

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4 Tax Planning Tips for High-Net-Worth Families Thumbnail

4 Tax Planning Tips for High-Net-Worth Families

Tax planning might be complex, but it's also essential—especially for high-net-worth families, where missing tax breaks or failing to optimize income could cost significant dollars, maybe millions, over a lifetime. And even in the short term, with the highest marginal federal tax rate sitting at 37% for 20241 (plus additional state and local taxes), a lack of tax planning could mean you keep less than half of every dollar you earn. Here are four tax planning tips that may help you optimize your finances.

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Be Your Most Organized Self This Year  Thumbnail

Be Your Most Organized Self This Year

A planner can be a game-changing tool—one that really causes you to not only plan for change, but to stick to it. It’s something you can go back to when you need a reminder of your daily tasks, long-term goals, or any weekly plans you have.

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