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By Bob Veres, Financial writer and Publisher of Inside Information How do you become an empowered health care consumer? A recent blog post on the Forbes magazine website, authored by financial planner/doctor Carolyn McClanahan, suggests that the relationship between...
From Vanguard As parents prepare to send their children off to college, distinct financial challenges may arise. Although many families take advantage of 529 plans and other education-specific savings accounts, most will finance college using a variety of sources and...
Prepared by Brandon Yee and Tom Connelly Commentary: International Developed Markets Record Strong Gain For the month of September, all broad developed market indices posted positive returns. The Pacific ex Japan region recorded the highest return, while the United...
By Mitchell Barr, Client Associate The Estate Tax is one of the largest concerns for wealthy families and individuals in the United States. The tax has been in place since 1916, marking 100 years of the “death tax” as we know it today. Currently, the federal estate...