Mortgage recasting is a strategy that allows homeowners to lower their monthly mortgage payments without refinancing their loan.
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Charitable gift annuities (CGAs) offer a unique opportunity to support philanthropic causes while securing lifetime income and optimizing tax outcomes
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The interplay between Social Security benefits and Roth IRA conversions is a critical topic for retirement planning.
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Research and expert consensus increasingly support the idea that a small number of broad ETFs is not only sufficient but often optimal for most investors.
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Investors are asking how they should react to the Trump-induced stock market decline. The time to prepare for downturns is BEFORE they happen.
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This article sorts through the AI hype to provide readers with a useful framework for deciding if and how to invest in AI
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Criticism of Monte Carlo software that uses capital markets assumptions to produce "Probabilities of Success" is mounting.
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This article shares the low-hanging fruit and also addresses the 800 lb stock market gorilla in the room.
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This article includes links to Schwab's tax documents availability calendar, 2024 Supplemental tax info for money funds, RMD calculator, tax tables, and more.
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This article raises awareness of the importance of reporting the portion of interest paid from government money funds that is state tax-free.
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This article shows Financial Planning Hawaii clients how to maximize the value they receive from their relationship with us.
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An important document for your CPA, Schwab's Tax Docs Delivery Calendar, the CTA is not dead yet, Equitable's Big Gaff, rising dividends, in the news again.
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