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Ric Edelman's The Truth About Money
     
 


2019 is rapidly coming to an end — have you gone over your financial checklist yet? Don’t wait, as there are still things you can do to potentially lower your 2019 taxes and set you up to reach your goals for 2020 and beyond. Here are 10 essential to-do’s to wrap up your 2019 finances.

 
     
     
 


Planning vacations can be a lot of work. But how much time do you spend planning for what could be the greatest vacation of your life?

 
     
 
     
 
Are you planning on buying a new car this holiday season?

This big-ticket item is a popular gift, but there’s one important thing to consider before you can cruise in a new car this Christmas. Listen to Ric explain and share advice on how to buy a new vehicle.

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Q&A 


A couple with a fully funded retirement is considering creating a charitable remainder trust with their excess assets. This will allow them to avoid capital gains taxes and support a charity of their choice, and they want to know how Ric feels about this strategy. Read his response.



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Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.

All information provided is for education purposes only and does not constitute investment, legal, or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party's views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personalized individual investment advice.

This material was prepared for informational and/or educational purposes only. Neither Financial Engines Advisors L.L.C (also referred to as Edelman Financial Engines) nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

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