When should Publix retirees diversify concentrated company stock positions? Learn three key questions to consider about ESOP diversification, tax strategies
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Net Unrealized Appreciation (NUA) can potentially allow Publix retirees pay lower capital gains tax rates on company stock instead of ordinary income tax. Learn
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Discover how Net Unrealized Appreciation (NUA) can help longtime Publix associates potentially save tens of thousands in retirement taxes, including real
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Learn the crucial difference between diversified and scattered investments as you approach retirement. Discover why consolidation with purpose can create
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Many wealthy retirees feel lost after work ends. Discover how intentional life planning—beyond finances—can lead to purpose and retirement fulfillment.
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Timing Is Everything Most people assume their tax picture gets simpler in retirement. And in some ways, that’s true. But what often gets missed is that the
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A New Chapter Begins For decades, your financial focus was clear: save, invest, and grow. But as you move into retirement—or the years leading up to it—things
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Working with clients, I often find that retirement planning can be an ambiguous idea for many, with numerous factors and circumstances to consider, when many of
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The end of 2022 was wild! I watched my beloved Georgia Bulldogs squeak out a College Playoff semi-final win over Ohio State just as the clock struck midnight in
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Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as
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The year 2020 was one of the most eventful in recent times, and the changes to the rules that govern retirement accounts were no exception. One of those changes
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One of the most common questions people ask about Social Security is when they should start taking benefits. This is the $64,000 question. Making the right
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