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Understanding when and why to review your estate plan can mean the difference between your wishes being honored and your family facing unnecessary complications during an already difficult time.

Learn how Social Security survivor benefits work, eligibility rules, and key steps to maximize support after a spouse’s passing.

Gen X and Millennials are set to inherit a staggering $124 trillion in assets over the next 23 years in what many call America’s Great Wealth Transfer.

LPL Research discusses government shutdowns and what matters to investors.

For investors who expect to be in a higher tax bracket in retirement, a Roth may be more beneficial in the long run — which is why they tend to