This article was written byFollowI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many…
When most people hear “529 plan,” they immediately think of college savings. While that is the primary purpose of these…
One of the keys to positive aging in post-retirement life is staying relevant and engaged. When we were working for…
The regular rollover process is well-known: electing to move funds from an employer 401(k) to an IRA after changing jobs.…
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means for Washington, business and the…
This article was written byFollowI am a journalist based in Detroit, having spent almost my entire career writing about business…
The IRS has extended the deadline to make certain amendments for IRAs, SEP arrangements, and SIMPLE IRA plans to December…
This article was written byFollowHere at PropNotes, I focus on uncovering high-yield investment opportunities for individual investors.With a background in…
This article was written byFollowThe Simmons Partnership is a Registered Investment Advisory (RIA) firm specializing in investment management, retirement planning,…
Early Innings! At the end of 2024, we titled our letter Is this a Generational Opportunity, highlighting what we believed…
Why inheriting a family home can feel more like responsibility than richesFor decades, Baby Boomers have been quietly amassing one…
Franklin Resources, Inc. is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over…
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