Wills, Trusts, and Why Both may Belong in Your Estate Plan

There are a handful of documents that can be included in an estate plan. While the right ones for you may differ depending on your needs, a will and a trust are two popular additions.

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Have an Old 401(k)? Consider a Rollover IRA for the Funds

The average American will have about 12 jobs during their lifetime,1 which can lead to a collection of workplace retirement plans. 

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Checklist for What to Do When a Loved One Passes

When a loved one passes away, the following days can feel surreal. While you grapple with the emotions a loss brings, there are also legal and personal matters to tend to, such as closing a bank account or planning a funeral service.

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Financial Empowerment: What Every Woman Should Know About Investing

Financial empowerment helps women: reach goals, meet their needs, and maintain or establish financial independence. 

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