What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel
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Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.
It can be the perfect time to refresh financial tasks and dust off your
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In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for November and then shifts to a discussion
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A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
