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Practical reading on tax, planning and investing.

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Articles, guides & reviews

The Tax Cuts and Jobs Act rewrote the federal tax code, and its effects still shape planning today...

With the standard deduction roughly doubled, most households no longer get a tax benefit for giving. There are ways around that...

A steady retirement income starts with a plan you can actually follow — here is how our advisors build one around your life.

Returns and responsibility in one portfolio — what the guide covers and who it suits.

What our video review covers — fees, incentives, credentials and fit.

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