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Robo-Advisors vs. Human Financial Professionals

Robo-Advisors vs. Human Financial Professionals

What exactly is a robo-advisor? Robo-advisors are a class of financial advisors that provide financial advice or investment management online with moderate to minimal human intervention…

Keep Your Life Insurance When You Retire

Keep Your Life Insurance When You Retire

If you are thinking about dropping your coverage for either or both of those reasons, you may also want to consider the excellent reasons to retain, obtain, or convert a life insurance policy…

The Taxation of Restricted Stock Units

The Taxation of Restricted Stock Units

Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation.