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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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Counteracting Capital Gains with Tax-Loss Harvesting

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.

What You Need to Know about Tax-Loss Harvesting

What You Need to Know about Tax-Loss Harvesting

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.