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Use this year-end checklist to help navigate complex financial issues

[ad_1] Westend61 | Westend61 | Getty Images The end of the year is one of the most important times for investors because there are so many decisions to make that…

3 year-end strategies for high-net-worth families to consider

[ad_1] Damon_moss | Istock | Getty Images This has been a year of opportunity for investors who took to heart the old Wall Street adage that “the time to buy…

How to retire amid inflation, according to financial advisors

[ad_1] Fizkes | Istock | Getty Images Reaching retirement with a nest egg that you trust will last is a stressful endeavor even in the best of times. These days,…

Here are the legal and personal ramifications of dying without a will

[ad_1] C.j. Burton | The Image Bank | Getty Images What happens if a loved one dies without a will? Millions of us are bound to find out, as two-thirds…

Over 9 million individuals, families can claim 2021 tax credits

[ad_1] Anita_bonita | Istock | Getty Images More than 9 million individuals and families could be leaving money on the table by not filing a 2021 federal tax return, according…