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There are strategies to achieve a better inner calm.

We can receive documents to our secure ShareFile client portal.

“And the now-20-year-old beneficiary who lost her father less than a year ago is supposed to navigate this mess on her own? No chance. This is madness.”

We avoid investments we deem too risky or laden with fees and seek instead a well balanced, low-cost, diversified portfolio.

Fearful of monetary or societal failure, many hope that owning gold will bring them peace of mind. This articles reminds us to get peace of mind a different way.

You deserve an advisor who will help you with these five and more.

Roth IRAs can only be funded with earned income. Here is a guide to what the IRS considers to be earned income.

Here are three common Roth transactions and how they interact with MAGI for Roth IRA purposes.

Here are some of the pros and cons of specific SEP IRA and individual 401(k) retirement account options available.

Once you’ve open an HSA and have started making contributions, it is important that you set beneficiary designations on the account.

Unlike some other HSA custodians, the beauty of using the Fidelity HSA is you don’t have to open a second account for the purpose of investing your HSA funds.

There are two ways to make a contribution to a Fidelity HSA. Here is how to do them both.

The IRS has very limited case law on what constitutes a substantially different fund. However, here is what we do in our own trading.

Some investable assets in the name of the child can currently keep $2,300 of unearned income from the tax rate of the parents.

If you have this fringe employer or former employer benefit, I hope you are able to take advantage of making small Roth IRA contributions throughout your retirement.

Your executor will be grateful for an easier way to settle that part of your affairs.

If you want to be really minimalist about your budgeting, here’s what we suggest: the 65-25-10 rule.

This 2014 article offers a practical, timeless list of steps to consider after you join your lives together.

Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.

If you are still in your 60s, the good news is your decision doesn’t have to be permanent. You actually have two ways in which you can change your benefit amount.

With the grandparents as the owner rather than the parent, the student may have a better chance of receiving financial aid.

ABLE accounts offer people with disabilities a new opportunity to save and invest for the future.

“If you have been asked to serve as a board member or trustee for a non-profit organization, feeling honored is a natural response but a terrible reason for saying yes to the job. Your role as committee member, board member, or trustee will likely designate you as a fiduciary, a role with specific legal responsibilities.”

When endowment funds fall victim to poor management, the results are as bad as they are far reaching. This 2016 article reviews the six most common pitfalls of endowments and how to avoid them.