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January Effect 2024: What it is in the stock market, possible causes

December 28, 2023

Get ahead in 2024 with insights on the January Effect. Learn how this perceived stock market anomaly may influence your trading decisions in the new year.

Setting up for a prosperous new year: Ten year-end financial to-dos

December 26, 2023

Strategies to boost your retirement savings, optimize taxes, and review your spending to ensure a smooth transition into the new year.

Will Medicare pay for your home health care needs?

December 21, 2023

Understand the key differences between home health care and home care in Medicare coverage. Learn about eligibility, earnings limitations, and how to access the right services.

QTIP trusts: Balancing second marriage inheritance issues

December 19, 2023

Learn how using QTIP trusts can help wealthy Americans in second marriages balance new spouses and previous children’s needs.

Year-end checklist: How small business owners can finish 2023 strong

December 14, 2023

Here’s what to focus on to ensure your small business finishes the year strong and is prepared for the upcoming year.

Social Security — beware the annual earnings limitation

December 12, 2023

Explore how claiming Social Security before full retirement age affects your benefits, including reductions, earnings limits, and how withheld benefits are recalculated later.

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