Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.