Year-End Money Moves to Strengthen Your Finances in 2026
- Investopedia
New year, new you. To start 2026 off on the right foot financially, put some legwork in right now with these 3 tasks.
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Retirement Plans and Estate Planning
- Broadridge Content
When you die, what will happen to your retirement plan benefits?
Bypassing Probate
- Broadridge Content
Although there is actually little reason for most people to avoid probate today, the process can often be costly and time consuming. If you feel the size and complexity of your estate warrant taking steps to avoid probate, there are alternatives.
Why It’s Harder to Tell Gambling From Investing Nowadays
- Bloomberg
With a tap on your phone, bet on football, elections and the price a stock will hit just hours from now.
Bill Gates Has a Warning for AI Investors
- Investopedia
Big tech's huge data center investments fueled concerns about an AI bubble and weighed on tech stocks in November.
Estate Planning: An Introduction
- Broadridge Content
Although estate planning can be broadly defined as a process that helps you manage and preserve your assets during life and control their distribution after your death, estate planning means different things to different people.
Handling Market Volatility
- Broadridge Content
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Sudden Wealth
- Broadridge Content
Before you go on a spending spree with that extra money you just received, determine just how wealthy you are, and the effect on your financial goals..
Portability of Applicable Exclusion Amount between Spouses
- Broadridge Content
Portability allows a surviving spouse to use the unused applicable exclusion amount of a deceased spouse.
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