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Tax Planning Tips – Life Insurance

Tax Planning Tips – Life Insurance

Understanding the importance of life insurance is one thing. Understanding the tax rules is quite another. As insurance products have evolved and become more sophisticated, the line separating insurance vehicles from investment vehicles has grown blurry. To...
5 Ways to Practice Financial Self-Care

5 Ways to Practice Financial Self-Care

Smart self-care does not just mean spa days and movie nights: there are other therapeutic ways to reduce your mental and physical stresses, including how you manage your money. If your goal is to create healthier habits involving your personal finances, keep the...
Borrowing or Withdrawing Money from Your 401k Plan

Borrowing or Withdrawing Money from Your 401k Plan

If you have a 401(k) plan at work and need some cash, you might be tempted to borrow or withdraw money from it. But keep in mind that the purpose of a 401(k) is to save for retirement. Take money out of it now, and you’ll risk running out of money during...
Tax-Advantaged Ways to Save for College

Tax-Advantaged Ways to Save for College

In the college savings game, all strategies aren’t created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for college. Tax-advantaged strategies are important because over time, you can potentially accumulate more...
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