The Advisor Blog

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Reading and Understanding Your Life Insurance Policy

Most people hate the thought of reading a life insurance policy (or any insurance policy, for that matter).

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Retirement Confidence Edges Up, With Some Optimism

After falling in 2023 by the widest margin since the 2008 financial crisis, retirement confidence began to edge back up in early 2024.

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Tax Treatment of Home Energy Rebates

The IRS has provided guidance on the federal income tax treatment of certain home energy rebates offered by states, with funds provided by the U.S. Department of Energy (DOE).

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Business owners
Transferring Your Family Business

As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it.

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Real Estate Roundup: Feeling the Impact of Higher Rates

U.S. commercial real estate prices fell more than 11% between March 2022, when the Federal Reserve started hiking interest rates, and January 2024.

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