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Planning

Making your financial future more “SECURE”

How will some of the biggest legislative reforms in years affect your retirement and education investments? Get up to speed on the “SECURE” Act.

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Planning

"SECURE"-ing your retirement and legacy

Congress recently made changes to laws affecting retirement accounts. Consider how they could impact you.

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Planning

Thinking of leaving the vacation home to your children? Think again

Find out what action steps to consider when thinking about leaving real estate to your children.

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Planning

College knowledge: Debunking 529 plan myths

Learn how to maximize the potential tax advantages for 529 savings plans by understanding these common myths.

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Planning

Why choosing beneficiaries for your retirement accounts is important

Be sure to name beneficiaries for your retirement accounts and make sure existing designations reflect your current thinking.

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