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Rebalancing Your Portfolio

Periodically rebalancing your portfolio to match your desired risk tolerance is a sound practice regardless of the market conditions. One ap

What Should I Do With My Old 401(k) or Employer Plan?

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

A Primer on Irrevocable Life Insurance Trusts

The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an

Unknowingly Disinherit Your Spouse? New Tax Law Changes.

Massive changes introduced by the SECURE Act (effective Jan. 1, 2020) have made many estate strategies outdated. If you haven’t created ...

Five Most Overlooked Tax Deductions

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

Choosing a Retirement Plan that Fits Your Business

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some

Common Retirement Mistakes Made by Federal Employees

As a postal or federal employee, you have high-quality federal benefits. In time, they will play directly into your retirement, whether you