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Information, insights, and opinions on financial planning
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Know the rules when you inherit an IRA
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The benefits of stepped-up tax basis
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Do this before you create (or update) your will
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Tax changes in 2025 | SECURE Act 2.0
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Nebraska income tax 2025: What you need to know
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Why is Edward Jones being fined by the State of Nebraska?
Which tax forms do I need? When will I get them?
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Busting three common tax myths
How to make your New Year’s Resolution stick
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The best gift for kids
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Just buy the haystack: 3 benefits of index investing
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How are my investments taxed?
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How do my investments create income?
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Investing terms, defined
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What is a capital gains distribution?
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5 tax moves to consider by the end of November
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Can I DIY my retirement?
I’ve created a framework for evaluating whether or not you should DIY.
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Do I need life insurance after age 60?
Find out why you may not need that life insurance policy in retirement.
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How to avoid taxes when giving
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Social Security: Insurance or investment?
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