The Advisor Blog

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Funding the Federal Government

The IRS collected a little more than $4 trillion in net taxes (after refunds) in fiscal year 2023.

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The Versatile Roth IRA

Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox.

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Enjoying Retirement Despite the Costs

In a 2024 survey, about half of retirees said that retirement costs were higher than they expected, but a large majority were enjoying the lifestyle they imagined (at least to some degree) and spending what they wanted within reason.

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There’s Still Time to Fund an IRA for 2024

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2024.

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Protecting Your Packages: Tips to Combat Porch Pirates

Online shopping is more popular than ever. Unfortunately, this also means that package theft is on the rise.

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