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Tax Changes Post Election: What To Expect And How To Prepare

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Separating Politics From Your Portfolio: What To Know About The Stock Market & Economy Post-Election

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Do I Have Enough Saved To Retire? I Am Afraid I Am Not On Track!

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Should You Do a Roth Conversion? Key Factors to Consider

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IRA Inheritance Rules Explained: What You Need to Know

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George Kinder on Values, Freedom, and Financial Planning

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George Kinder Shares Vision of Legacy and Freedom

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Understanding Fiduciary Financial Advisors with Industry Pioneer George Kinder

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Can You Afford to Retire with Credit Card Debt?

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Should You Refinance Your Mortgage?

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Top Spots To Safely Store Your Money Today

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Understanding the Tax Implications After Losing a Spouse

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🎥 New clients signed on and they're facing the challenge of saving for college for their kids.

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Is Saving For College Stupid?

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Navigating Health Insurance Before Medicare: Tips for Early Retirees

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🔍 Are Tax Cuts and Job Act Expiring? 📅 Congress's Decision & Future Changes 💼💰

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Prepare for 2026 Tax Rate Changes: Strategies

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529 and i bond the best way to fund kids' education

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Tax-Free Strategy: Transfer I Bonds to 529 Plans for Grandchildren's College Expenses

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donating money to others

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Should You Loan or Gift Money to Family and Friends?

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Navigating Long-Term Care Insurance: Is It the Right Choice for You?

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self insurance for long term care

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When to Start Claiming Social Security?

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Debunking Financial Myths: Savings and Debt Over Inflation and Economy

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Retirement Age

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Interest Rates & Stock Performance

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How Presidential Elections Impact the Stock Market: Data and Insights

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How Much Do You Really Need for Retirement? Survey Says $1.46 Million

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Top 1% level isn't about fancy strategies. Just save, be smart with money, and avoid debt.

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Exploring Net Worth by Age

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Stock Market and Inflation Trends: What Investors Need to Know

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The Impact of Divestment: Does Protesting Investment Policies Trigger Real Change?

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Rich Taxes vs Poor Taxes

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Collision and Comprehensive Coverage Explained by Financial Planners

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Mastering Money: 5 Personal Finance Fundamentals You Should Know

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Is Home Ownership Slipping Away From Americans?

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The Benefits and Risks of Putting 100% of Your Investments into Stocks

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Variable Annuities: The Truth About Guaranteed Rates of Return

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Tax Time: How to Find Your 1099 INT for Sold I Bonds

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Understanding Fixed Annuities: How They Work and Making Informed Financial Decisions

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Three Deadly Annuity Mistakes

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Four Secrets Financial Advisors Don't Want You To Know

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A Day in the Life of a Financial Planner

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6 Essential Questions to Ask When Hiring a Financial Advisor

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Heart vs. Head in Financial Decisions: Choosing What Feels Right

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Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!

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The Value of Hiring a Financial Advisor for the Non-Super-Rich

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Understanding RMDs and QCDs

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Should You Invest in International Stocks?

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DAF vs QCD: The Jargon Battle

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IRS Estimated Payments

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The Secrets of Backdoor Roth IRA: A Strategy for High Earners Explained

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Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving

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The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies

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Selling I Bonds: Is It a Wise Financial Move?

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Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0

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Smart House Selling: Expert Tips and Strategies from Financial Planning Pros