Newsletters

Notes record issuance of municipal bonds and their tax-exempt appeal.

Explains how a borrower can lower monthly payments by recasting a mortgage.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

Encourages proactive dialogue to ensure financial well-being of aging parents.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

Explains that landlord policies don't cover tenants' personal property.

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Considering some important issues now could provide more options in the event of early retirement.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Explains importance of rare-earth minerals and their role in technology and security.

Describes benefits of volunteer travel for personal growth and giving back.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.