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Contact: Brian East, CFP®Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Use this calculator to estimate how much income and savings you may need in retirement.
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Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator can help you determine how soon you can pay off your mortgage.