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What is Probate, and How Does it Work?
Probate is the legal process used to administer a person’s estate following their death. Learn how to streamline—or even avoid probate altogether!
How to Choose Your Pension Payout Options
This post will give you clarity in your decision-making as you choose between pension payout options.
Medicare 101: A Beginner’s Guide
Medicare plays an important role in medical costs as you age, making it imperative you understand exactly how this program works.
Retiring Early? Know About the Rule of 55 and Early 401(k) Withdrawals
Need to access your employer-sponsored retirement account early? Keep in mind the rule of 55 to steer clear of IRS fees.
How to Invest in Stocks: A Guide for Beginners
Our stock-investment guide will teach you the basics to help you make informed decisions in this arena moving forward.
What is the Nasdaq, and Why is it Important in Investing?
What is the Nasdaq? This article delves into its history, composition, and significance, highlighting why the index remains vital in gauging the direction of the market.
What is Modified Adjusted Gross Income (MAGI)?
Knowing your MAGI can help determine which tax deductions and credits you qualify for, which retirement accounts you can contribute to, and much more.
Stock Dividends: What They Are and How They Work
While investing in dividend-paying stocks is often an appealing prospect, it’s important to familiarize yourself with corresponding risks and potential tax implications before doing so.
Rebalancing Your Investment Portfolio: Why, How, and When
In this post, we discuss the concept of portfolio rebalancing, why you should rebalance, and the risks of not doing so.