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How to Handle a Large Windfall

How to Handle a Large Windfall

With news of the massive Mega Millions lottery prize going to a lucky winner in South Carolina last week, it’s a perfect time to discuss how to handle a windfall. While most of us will never be lottery winners, there are much more common “windfall scenarios” that can...

Guide to Tax-Loss Harvesting

Guide to Tax-Loss Harvesting

Taxes are critically important when it comes to investing and your portfolio. Proper tax management helps increase the amount of money in your pocket, which ultimately increases the chance of achieving your financial and life goals.

4 Tax Management Tips for Investors

4 Tax Management Tips for Investors

For 9 end-of-year tax planning tips, read our free "Guide to End-of-Year Tax Planning." Read the Guide. Improper tax management can cost you more than a quarter of your long-term return, severely limiting spending power in retirement. The good news is that taxes can...

Guide to Saving for a Child’s Education

Guide to Saving for a Child’s Education

There’s no doubt about it – education can be expensive. The cost of college tuition has risen over the past few decades. In fact, the average tuition for an American private, nonprofit four-year school has seen a 129% increase since 1988.

Retirement Goals by the Decade

Retirement Goals by the Decade

Starting to plan early around your retirement goals is a crucial ingredient for success. Creating a plan early sounds straightforward enough, but decision-making can be complicated when it comes to your financial life. Retirement planning – and indeed financial...