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You could maximize your tax-free retirement income with a Roth Solo 401(k), a strategic choice for savvy business owners. This…
As we approach the final months of 2023, have you managed to prioritize paying yourself first this year? It’s not too late to embrace this…
America’s super-rich are making significant shifts in their investment strategies, with high net worth individuals now holding over 34% of their portfolios in cash, the…
The 2017 tax overhaul changed the landscape for charitable deductions, leaving millions without key tax benefits for their donations. However, a growing group of seniors…
Choosing wine from a restaurant menu can be nerve-wracking. Should you opt for a familiar region or take a leap into the unknown? Perhaps the…
Is buying life insurance a lousy investment? It might be. But there’s something even worse: qualified longevity annuity contracts (QLACs). These annuity contracts offer guaranteed…
‘We nailed it’: Dave Ramsey made the right call on US real estate last year — but is he right again about the current housing market? Here’s what the financial guru is predicting now
Still haunted by the memories of the Great Recession’s housing crash? Discover how the echoes of the 2008 subprime mortgage meltdown are reverberating in today’s…
Remember Felix from ‘The Odd Couple’ teaching us to ‘never assume’? Well, when it comes to retirement planning, it’s no laughing matter. Incorrect assumptions can…
Window or aisle? Carry-on or checked bag? The travel choices are endless, and that includes how you handle your boarding pass. While mobile boarding passes…