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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.

Tips for how to keep your financial data more secure.
The end of the year is a great time to review your portfolio—and your overall approach to saving and investing. Consider these six tax-smart steps now.
IRAs may offer tax benefits, but unwary investors can end up in a variety of IRA-related tax traps if they don't follow the rules. Here's how to potentially avoid some common pitfalls.
If calamity strikes, having access to needed financial resources can make it easier to focus on what’s most important: your and your family’s physical safety.
Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.
A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.
College costs are rising fast, and 529 plans don’t cover every school-related expense. Here’s what you need to know.
This decision tree can help you choose between a fixed-rate mortgage and an adjustable-rate mortgage.
Why tapping a 529 for pre-college expenses may not make sense.
Home-equity lines of credit surrender some of their tax advantages.

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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