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10 articles written by our advisors in 2023

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December 13, 2023
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Financial wellness
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As we tie a bow on 2023, here are our top 10 financial advice articles that have people talking—and saving:

1. 6 tax-saving strategies for smart investors

Tax efficiency distilled into 6 tips.

2. Setting a strategy for retirement withdrawals

For the soon-to-be retiree wondering how much to save and how much to spend.

3. Asset location can lead to lower taxes. Here's how to get more value.

Learn how to save on taxes using the fundamentals of asset location.

4. Charitable giving: How to strategize your donations

There's a strategy to charity. It can boost your money's impact and help you save on taxes.

5. 6 factors affecting your retirement health care costs

Advice to tackle one of retirement's biggest unknowns.

6. 4 bond strategies that matter

Here's why we think you should stay the course.

7. Tips to successfully transfer your wealth

Hint: This advice is about more than money.

8. Top questions about Social Security

Because every question's a good one.

9. A smart estate plan lets you stay in control

Make your hard work matter—even after you're gone.

10. Getting to a complete retirement plan

Plan now. Party later.

Want to help set yourself up for financial success in 2024?
Speak with an advisor at 855-245-1249.

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