For baby boomers, now is a particularly bad time for a market selloff.
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Recently, reading a training manual on elder abuse, I was reminded of a financial risk that is often overlooked. One of the fastest and easiest ways to unravel
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Tax planning is a crucial aspect of wealth management, particularly for high-income professionals such as physicians. Many physicians, whether they are
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It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions
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Divorces mark the end of a marriage, but settling a divorce—especially when it comes to financial assets—is all about looking to the future. Separating spouses
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To reap the benefits of a move from a high-tax state to a low-tax state, taxpayers must be able to prove that they have established domicile in the low-tax
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The gap between U.S. federal spending and tax revenue is currently bigger, as a share of gross domestic product, than it’s ever been outside of major war or
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As the GOP-led Congress gears up for the full-court press needed to pass President-elect Trump’s expanded version of his 2017 tax cuts, lawmakers are once again
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Taxpayers with the largest IRAs (and their beneficiaries) will be in higher tax brackets in the future. Doing nothing now is a bad plan. Tax-deferred
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Alternative investments, particularly private equity and private credit, are increasingly proving their worth in the portfolios of high-net-worth and ultra-high
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The Republican sweep of the presidency and Congress has transformed what could have been a struggle to merely renew Donald Trump’s tax cuts into a multi-pronged
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In the waning days of his winning campaign, President-elect Donald Trump promised Americans that he would champion a $5,000 nonrefundable federal tax credit for