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Tax-Loss Harvesting: What It Is and How it Works
Tax-loss harvesting can help investors lower their tax bill and keep more of their money invested.
Capital Gains Tax and Selling Your Home
If you’re looking to sell a home that has substantially increased in value over time, know that capital gains tax could take a big bite out of your earnings.
Getting a Good Deal on Your Next Vehicle: How Vehicle Leasing Works
This article will help you better navigate the vehicle leasing process so you can feel more confident the next time you visit a dealership.
Rental Car Insurance: Do You Need It?
Learn more about purchasing rental car insurance so you’re prepared for your next vacation.
How to Prepare for Possible Tax Law Changes in 2026
If you fail to familiarize yourself with the implications of expiring tax cuts, you could be in for a big shock during the 2026 tax year.
Reverse Mortgage Payment Plan Options
If you decide to take out a reverse mortgage, several payment plan options will be available to you.
Five Reasons a Financial Advisor Should Review Your Tax Return
Only have a CPA review your taxes? You could be missing out on opportunities to build long-term wealth.
Considering a Reverse Mortgage? Read This First
Many retirees who’ve built significant equity in their home but are short on cash have turned to reverse mortgages. But are they right for you?
Umbrella Insurance: How Does it Work?
Umbrella insurance can help fill any gaps in your foundational policies and thus protect your finances.