The Trump administration’s tax plan, implemented in 2018, not only brought terms such as “lumping,” “bunching,” “SALT” (State and Local Taxes) and …
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12/10/19
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Common wisdom says that opposites attract – but good chemistry only goes so far for couples with stark differences in how they approach money and their financial lives. Unless they can find …
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4/9/21
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Owning a home provides you with much more than a roof over your head. Your home is a versatile asset, a kind of financial Swiss Army knife that can be used to help fund a college education or to pay …
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9/4/20
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If you start collecting Social Security benefits at age 62, keep in mind that you still won’t be eligible for Medicare until you reach age 65. So unless you’re eligible for retiree health benefits through your former employer or your …
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Barbara Kennerson
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1/7/16
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If you’re fortunate enough to receive a refund this tax season, it’s time to think about sensible uses for the extra income so, as Grandpa used to say, “it doesn’t burn a hole in your pocket.”
The smartest thing to do with a little …
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StatePoint
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4/10/14
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Buying or leasing a vehicle is an exciting decision. For many consumers, it’s the first “big ticket” item they acquire. Knowing what to expect before making this important financial commitment will help you feel confident about your decision …
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StatePoint
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4/10/14
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“Retirement is so far away – I have plenty of time to plan accordingly. I’ll never stop working during retirement. I will claim my Social Security benefits as soon as I can. My spending will reduce when I retire.”
Sound familiar? …
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Andrew Miller
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9/30/14
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Even if you’ve already made your new year’s resolutions, you should consider adding these important financial items to your list:
Stick with a long-term …
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2/5/21
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If you’re receiving benefits based on your own work record, your benefits will continue. If you’re receiving spousal benefits based on your former spouse’s work record, those benefits will generally end upon your getting remarried, but you may …
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BARBARA KENERSON
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12/18/14
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Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions – they may need to help their struggling adult children find direction and a solid financial …
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7/1/21
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