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When sharing your fortune with someone else you need to understand the tax implications so your good intentions don’t come back to bite.
One Way to Shrink Your Taxes: Buy Mutual Funds, ETFs
With high tax efficiency and low cost, mutual funds and exchange-traded funds are among the best ways to feel better next April.
How to Buy the Right Luxury Goods
When people buy high-value items, the excitement of realizing their dreams can carry them away. A financial adviser can help.
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Starting with the first conversation, women want, need and deserve distinct treatment in financial advice.
Why Your Future May Depend on Saying 'No' to Your Kids
Will saying yes hurt your financial future? And if so, how can you ensure you’re provided for in your later years?