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What to consider when naming investment account beneficiaries

Whom you name as your account beneficiary—and whether you...

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Does a spouse’s real estate ownership cancel out first-time homebuyer qualifications?

Meredith’s husband purchased a condo before they got married....

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What’s involved in moving investments from a high-fee advisor to a DIY setup?

Brett is concerned about the fees on his mutual...

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Should you update your financial plan given recent volatility?

Investors need to expect volatility and plan for it—not...

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The pros and cons of a dividend reinvestment plan

You may decide that it’s better to receive dividend...

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How to protect personal assets if your business fails

With COVID-19 protective measures crushing her already struggling business,...

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10 podcasts to amp up your investing and financial confidence

These Canadian resources make it easy to bone up...

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“Records of my stock purchase have disappeared. What now?”

Tonya bought shares of a small company, which she...

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Should you consider using joint accounts to avoid probate?

Would listing Laurel as her aging mother’s joint account...

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