An Executor Checklist The steps you may need to take to fulfill a major responsibility. If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure...
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Making a Charitable Gift from Your IRA Follow the rules, and you might get a big federal tax break. Is your annual IRA withdrawal a bother? If you are an affluent retiree, that might be the case. The income is always nice, but the taxes that come...
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Tax Considerations for Retirees Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is...
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Social Security Gets Its Biggest Boost in Years Seniors will see their retirement benefits increase by an average of 2.8% in 2019. Social Security will soon give seniors their largest “raise” since 2012. In view of inflation, the Social...
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Your 2019 Financial To-Do List Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you...
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When You Retire Without Enough Start your “second act” with inadequate assets, and your vision of the future may be revised. How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than...
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Underappreciated Options for Building Retirement Savings More people ought to know about them. There are a number of well-known retirement savings vehicles, used by millions. Are there other, relatively obscure retirement savings accounts worthy...
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Build Your Rainy Day Fund Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund may help...
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Financial Considerations When Buying a Car Things to think about before heading to a dealership. Time to buy a car? Short of buying a house, this is one on the most important purchases you will make. It’s also one that you might be making...
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Should You Use A 529 Plan on K-12 Education? Federal law says you can, but you may want to think twice about it. When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged...
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Financial Priorities Young Families Should Address Wise money moves for parents under 40. As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much...
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The Importance of a Life Insurance Audit Is it time to review your policy? Life insurance is hard. It’s hard to know if you have the right kind. It’s hard to know if you have enough. And it’s hard to know if you need any at all. The...
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