Please use the link below to read an article prepared by Dimensional Fund Advisors:
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One of our advisors, George McCabe, CPA, wrote a guidebook for investors and other fellow financial advisors.
In today’s world, filing for Social Security may seem like a standardized process. Many people think that the day they qualify for benefits is the day they need to file. However, you might want to think again. The decision you make today might affect the benefits...
Families with a tremendous amount of wealth worked extremely hard over a lifetime to earn it, and they typically have 3 main concerns when transferring that wealth: Unsure of whether they should gift to their children before their death Having the next generation...
Most people think that when they write a will or a trust, those documents will cover how all of their assets are going to be distributed. However, accounts like your IRA are the exception to the rule. These accounts have their own beneficiary forms that ultimately...
