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Helping Beneficiaries to Avoid Mistakes with an Inheritance
Dealing with the loss of a loved one is never easy. In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities. This can ... -
IRS and Better Business Bureau Warn of More Sophisticated Tax Scammers This Tax Season
The Internal Revenue Service and the Better Business Bureau continue sounding the alarm on the importance of avoiding the myriad of tax scams and schemes this season. This has become ... -
An Increased Number of Parents are Endangering Retirement to Financially Support Their Adult Children
Each year, an increased number of baby boomers find themselves financially supporting their adult children in some way - often to the detriment of their own financial goals. A recent ... -
The Impact of Age Differences on Your Financial Planning
Deciding who to share your life with is usually based upon factors other than retirement planning. After all, most couples do not begin their relationship by considering strategies for claiming ... -
How to Help Aging Parents with Financial Management
Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family. The sensitivity of this topic is often ... -
New Gift Tax Rule Will Apply For 2023
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ... -
Money Issues and Marriage
Attitudes about money and finances can create significant problems within many marriages and relationships. In fact, according to a recent study by Money magazine, 84 percent of respondents stated that ... -
How to Prioritize Your Financial Life
In financial planning, we are taught to “plan” our finances around an uncertain future. While planning for the future and being a good steward of money and wealth is important, ... -
Money Moves to Make at Every Age (Part 2: 50s & Beyond)
This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing key decisions to consider during ... -
Money Moves to Make At Every Age (Part 1)
Life is a journey filled with financial choices that ultimately shape your future. While money may be important to many, it is simply a tool to help people focus on ...
