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Deposits and withdrawals from a local bank account are easy – you can go to an ATM, write a check, or stop in a branch office. But how do you handle money movement in your investment accounts? We wanted to give you a...

The popularity of trusts as an estate planning technique rises and falls with changes to the “unified credit.” The unified credit is the amount of assets a person is allowed to transfer to others during or after their lifetime without paying taxes on those gifts...

The behavioral economist Dan Ariely has written extensively on the power of free things. “In many past experiments we have shown that people are often overly excited about things that are free (see Predictably Irrational).” He wrote a blog in 2010 where he...