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A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Tax-Advantaged Retirement Strategies
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.

Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.