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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Personal Finance & Planning

Financial planning for life's milestones.

Manage your taxable return with these tax-efficient investing strategies.
A head start can make tax preparation easier, and may give you more time to uncover overlooked deductions.
Investors should meet with their tax and financial advisors to discuss how the changes to the tax code will affect them.
Helpful tax tips for your charitable contributions, including stock donations.
The new tax law may lead to fewer people taking the charitable donations deduction.
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.
Five resolutions to reshape your finances in the year ahead.
Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.
If you own foreign investments, you’ve probably paid foreign taxes on them. You may be able to avoid being taxed a second time on those investments if you claim a credit or deduction on your U.S. tax return. But which is the best choice?
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax.

Information on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.

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