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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
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Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.