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UNDERSTANDING YOUR CREDIT REPORT

Your credit report contains information about your past and present credit transactions. It’s used primarily by potential lenders to evaluate your creditworthiness. So if you’re about to apply for credit, especially for something significant like a mortgage, you’ll want to get and...

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TRUST BASICS

Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts exist, each designed for a specific purpose....

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What's the Best Way to Give Money to Children and Grandchildren?

There are several ways you might consider gifting money to your loved ones. In 2017, the IRS allows you to give up to $14,000 annually (or $28,000 if you give jointly with your spouse) in cash, investments, and/or property to each of as many people as you’d like without triggering gift taxes....

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Are You Undercutting Your Efforts to Build Wealth?

Good money habits can help you as you save and invest for the future. Bad habits can leave you treading water (or underwater) financially. Here are some to avoid. Not saving enough. Instead of paying themselves first, some families pay others first. Dollars they could save and invest are instead spent...

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Taking Charitable Giving to Another Level

Did you know that you can gift a new or existing life insurance policy to your favorite charity? When properly designed, a charitable life insurance program may improve your overall financial situation and offer tax benefits, all while supporting a charitable cause. Generally, there are three methods...

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