The Advisor Blog

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After the Loss of a Loved One, Watch Out for Scams

Scam artists often prey on those who are most vulnerable. Unfortunately, this includes individuals who have recently lost a loved one and are easily taken advantage of during their time of grief.

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Bon Voyage!

With the COVID pandemic receding in most areas of the world, Americans are traveling again. U.S. citizens took more than 98 million international trips in 2023

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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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