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Life is full of “what-ifs”, and not knowing what’s around the bend is what might often cause you feelings of fear and stress.
When it comes to successful investing, Jack Bogle once advised, “Don’t do something; just stand there”, and he makes a fair point.
Presently, taxpayers have a roughly $12 million estate exemption per person. As such, a step-up in basis strategy can be utilized to help minimize capital gains taxes upon the sale of those appreciated assets.
The behavior and decisions you make around money root far deeper than you might ever realize.
What constitutes a satisfying life? Your answer will more than likely differ from mine, and that of anyone else you ask, but what remains is the fact we’re all in continual search of it.
You put effort into cultivating relationships with friends and family, but what about the relationship you have with your future self?
Some might view tax season as a once-a-year event where Uncle Sam takes an unpredictable slice of your hard-earned savings. However, in the grand scheme of your retirement, tax planning should occur throughout the year, every year.
With a lack of clarity still in the financial forecast, this article spotlights two fear and greed-based biases you will want to be aware of, so you can learn to not only manage them, but to also put more focus toward the long-term success of your investments.
Bucket strategies in the realm of financial planning are plentiful, and one you might have come across includes sorting your expenses into “essential” versus “discretionary”.
If news headlines of the Fed raising short-term interest rates has you feeling frazzled – particularly in relation to the market – here’s your signal to remain calm.
Were you a math pro in school? If so, new research shows it could benefit you more than you might realize.
Benjamin Franklin was once quoted saying, “…In this world, nothing can be said to be certain, except death and taxes”, and the same belief can certainly be applied to the world of financial planning.