Total Return: Understanding Investment Performance Fundamentals

How total return combines income and capital appreciation to provide a complete picture of investment performance.

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Donor Advised Funds Offer a Flexible Tool for Estate Planning

Why using a Donor Advised Fund can offer valuable flexibility compared to naming a charity directly in your estate documents.

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Tax-Loss Harvesting Strategy: Benefits, Limitations, and Key Use Cases

Tax-loss harvesting can be a smart strategy to reduce tax bills by locking in investment losses. But it might not be a great idea for everyone.

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Financial Life Planning: A Roadmap to Your Best Life

How to take a holistic approach when developing a financial life plan defined by your own vision for your best life.

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What is a tax law sunset? More importantly, should I do anything?

Is the tax law sunset a thing of beauty, or does it signify the end of a good thing? In short, the sunset means tax rates are set to change in 2026.

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PwC Partner Benefits: Guidance for Managing Compliance and Post-Retirement Cash Flows

A concise overview of two important complexities for PwC Partner retirement benefits: compliance and cash flow management.

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Your Financial End-of-Year Checklist: Insurance Planning, Estate Planning, and Other Considerations

Having a financial plan going into the new year is incredibly important to help you meet your financial goals and to ensure that you are adequately prepared. In this second installment of your end-of-year financial checklist, we will be discussing insurance planning, estate planning, and other key considerations for you to plan for.

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What to Do If Premiums for Long-Term Care Insurance Increase

A guide to determining the best course of action if premiums for your long-term care insurance increase.

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Your Financial End-of-Year Checklist: Investment Accounts, Tax Planning, and Savings & Contributions

The end of the year is a crucial time to review your finances, as there are time-sensitive financial planning strategies to consider before the clock strikes midnight on December 31. We want to share an end-of-year financial checklist to help you get a head start.

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