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Saturday, April 6, 2024

Know the potential impact of interest rate fluctuations on REIT prices Real Estate Investment Trusts, commonly known as REITs, have become a popular investment choice for individuals seeking exposure to the real estate market without...

Friday, April 5, 2024

Tax identity theft is a serious type of fraud that affects individuals of all ages and stages of life. To steal a person's tax identity, a scammer uses that person's Social Security number and other personal and financial information...

Thursday, April 4, 2024

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a...

Wednesday, April 3, 2024

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the Social Security Administration has tried to make the process easier to...

Tuesday, April 2, 2024

Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. It is a critical phase of wealth management, essential for...

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Monday, March 4, 2024

Election years create a certain level of uncertainty regarding your finances and investments. Here are a few things to keep in mind to help you preserve your financial interests as an election approaches.

Monday, March 4, 2024

Insurance is a great way to protect yourself and your loved ones from high or unexpected costs. There are several different types of policies that you can purchase, here’s a closer look at how you can benefit from having insurance.

Monday, March 4, 2024

The IRS announced another delay in the implementation of the new reporting rule that would require third-party payment apps to report earned income over $600 per year to the IRS on form 1099-K. Here’s what taxpayers can expect this year.

Monday, March 4, 2024

As we navigate through 2024, one question looms: Will growth once again reign supreme over value, especially in the backdrop of the decline in interest rates? The answer lies in the peculiar turn of events witnessed in 2023.

Tuesday, February 20, 2024

Filing taxes comes down to how comfortable you are with the process. If you are not confident in doing it yourself, consider the pros and cons of both e-filing and using a tax preparer to help you weigh your decision.

Tuesday, February 20, 2024

The integration of tech can amplify the capabilities of financial professionals As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional...