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Annuities: An Unsung Way to Potentially Avoid Probate

Annuities: An Unsung Way to Potentially Avoid Probate

Thinking about death probably isn’t your idea of a fun weekend activity. Considering the probate process, and how to avoid probate, likely isn’t high on your list either. But estate planning is an important topic. With some thought, you can help ensure that attorney fees, court costs, or taxes don’t eat up too much of your legacy. You might not be thinking about leaving a legacy ...

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Tax Forms 101: Forms You Might Receive, Forms You Might File
May 11, 2018

Tax Forms 101: Forms You Might Receive, Forms You Might File

Let’s face it: The tax filing process ranks up there with root canal as things most of us dread. But a little organization and planning can help make filing those ...

Buying a Home? Rising Mortgage Rates Are One Consideration
May 9, 2018

Buying a Home? Rising Mortgage Rates Are One Consideration

Buying a home is often the most expensive purchase you’re ever going to make. If you’ve been thinking about buying, or you’re already in the process, the recent...

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Large Life Purchases: Is Using a 401k Loan a Good Idea?
May 4, 2018

Large Life Purchases: Is Using a 401k Loan a Good Idea?

Are you thinking of making a big purchase, like buying your first house, but uncertain how to fund a down payment? If you haven’t been able to save enough to ...

Chasing Rates: Key Considerations for Mortgage Refinancing
May 3, 2018

Chasing Rates: Key Considerations for Mortgage Refinancing

American homeowners may be eyeing mortgage rates today and wondering how much higher they can go. For much of this year, 30-year fixed mortgage rates ...

4 Simple Steps for Naming Beneficiaries and Why It Matters
April 12, 2018

4 Simple Steps for Naming Beneficiaries and Why It Matters

"I’m single." "My estate isn’t large enough." "I don’t like to think about death." Do any of these sound familiar? They’re just some of the many excuses people use to ...

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How to Spot and Potentially Protect Against Financial Fraud
April 12, 2018

How to Spot and Potentially Protect Against Financial Fraud

Lately it seems like we can’t go more than a few days without hearing about a data breach that puts our identities at risk or a scam designed to separate us ...

Non-U.S. Taxpayer? How to Trade Stocks in a Brokerage Account
April 6, 2018

Non-U.S. Taxpayer? How to Trade Stocks in a Brokerage Account

Most of what you read here assumes you're a U.S. citizen. But what if you're a non-U.S. resident? That tends to raise questions. For instance, can a ...

Tax Incentives: Govt Guiding Good Choices in Savings, Investing
April 2, 2018

Tax Incentives: Govt Guiding Good Choices in Savings, Investing

The government uses tax incentives to encourage specific behavior in certain sections of the economy. For example, some popular tax incentives—tax deductions ...

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Education Tax Deductions: A Savings Nudge from Your Uncle Sam
March 28, 2018

Education Tax Deductions: A Savings Nudge from Your Uncle Sam

Two questions: Do you have kids? Are you looking for a way to potentially reduce your tax burden? Your dear Uncle Sam might be able to help by offering education ...

Taxes Not Done? When to Consider & How to File a Tax Extension
March 23, 2018

Taxes Not Done? When to Consider & How to File a Tax Extension

The April 17 tax deadline is quickly approaching. And although many people have already completed their 2017 tax returns, many others haven't. If you fall in the latter ...

Understand Taxes on Options Trading & Info on Your 1099-B
March 23, 2018

Understand Taxes on Options Trading & Info on Your 1099-B

This article is intended for option traders. Please excuse the option jargon! But even the savviest option traders can need a little help at tax time, particularly with cost ...

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Cost Basis Reporting for Taxes: 1099-B Reporting Requirements
March 22, 2018

Cost Basis Reporting for Taxes: 1099-B Reporting Requirements

Brokers are now well into the initial phases of required cost basis reporting rule changes that forever altered the days when we simply revealed to the IRS ...

Coverdell ESA: Kindergarten-to-College Education Savings Plans
March 20, 2018

Coverdell ESA: Kindergarten-to-College Education Savings Plans

If you have children, or if you’ve ever been a student, you know that saving for college is akin to teaching children to brush their teeth—it’s an investment in their long ...

Pass-Through Business Income and Tax Reform: Does It Affect You?
March 19, 2018

Pass-Through Business Income and Tax Reform: Does It Affect You?

Have you struck out on your own and opened a business? Maybe it’s a full-time entrepreneurial venture, or just a part-time gig. Either way, you may receive ...

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Taxpayer, Know Thy Deductions: Tax Deductible Basics and Tips
March 16, 2018

Taxpayer, Know Thy Deductions: Tax Deductible Basics and Tips

Tax deductions have long been near and dear to American taxpayers for many reasons, not the least of which is that they involve family, homes, charities, and ...

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