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Keep More of Your Nest Egg: Smart Tax Moves to Maximize Retirement Savings
As the calendar turns to a new year, many people assume their opportunities to reduce last year’s tax liability have expired. However, if you are

The Difference Between a Will & a Trust: Which One Is Right for You?
Estate planning is one of the most important steps you can take to protect your loved ones and ensure your wishes are honored after you’re

Can You Have a 401(k) and an IRA?
Planning for retirement can feel overwhelming, especially with the variety of savings options available. But here’s something most people don’t realize: you can have both

Standard Deduction for Taxes in 2024 and 2025
Tax season doesn’t have to be stressful. One of the easiest ways to simplify your filing and potentially save thousands is by understanding the standard

Rule of 70: Definition, How to Calculate It, and Example
How long will it take for your investments to double? This isn’t just a question for economists or financial analysts—it’s something that affects anyone planning

Typical Pension Payout Options and How to Choose One
As you prepare for retirement, one of the biggest financial decisions you’ll make is how to receive your pension payout. With options like lump-sum payments,