Latest
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Is Investing in Mutual Funds Worth It?
It's important to ensure that your funds are truly diversified and not simply duplicates of other funds. Plus, distributions can cause trouble.
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Four Ways Your Workplace Benefits Could Help With Your Taxes
Your employer may offer resources that can help you with your financial strategy, on top of providing potentially tax-advantaged retirement and other accounts.
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How Estate Planning Can Thwart the ‘Third-Generation Curse’
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.
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Red vs Blue: Staying the Financial Course During an Election
History shows economic uncertainty in presidential election years is often unfounded, as the markets perform well, for the most part, no matter who wins.
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Why Poor Job Interviews Hurt Both Employers and Job Seekers
An interviewer who isn’t aware of their own biases can draw the wrong conclusions about a job candidate or even get conned.
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Corporate Transparency Act Ruled Unconstitutional: An Update
Alabama court sides with small-business group on whether Congress had power to enact CTA. Other concerns include privacy issues and high noncompliance penalties.
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Wealth Transfer and Strategic Gifting Opportunities for 2024
Inflation adjustments to the gift and estate tax exemptions, along with the pending sunset of some tax cuts, make 2024 the year to dig into transfer strategies.
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SECURE 2.0 Act Now Helps Lighten the Burden of Student Loans
Employers can attract talented employees with a new benefit: a matching contribution to an employee's 401(k) when they make payments on their student debt.
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Six Biggest Mistakes Made on Retirees’ Tax Returns
Reducing your lifetime tax bill is the goal, so if you or your tax preparer made any of these mistakes, an amended return or better planning might be in your future.
