Latest
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Taxes in Retirement: How All 50 States Tax Retirees
Tax Breaks We rated every state, plus the District of Columbia, on their taxes in retirement. Some of the results might surprise you.
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Funeral Planning Can Prevent Further Grief
Losing a loved one is stressful enough without having to deal with a botched funeral. Preplanning, due diligence and good communication can head off difficult surprises.
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Getting an Inheritance? Here Are 4 Things to Consider
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.
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What to Put in a Safe Deposit Box
home These valuables and documents, along with some items you hold dear, should be stored securely at your bank.
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Things You’ll Regret Keeping in a Safe Deposit Box
savings Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
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5 Investing Choices for a Volatile Market
Try to avoid impulsive decisions governed by emotions and instead focus on investing strengths and weaknesses, changing opportunities and long-term goals.
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CFP vs. CPA: What’s the Difference and Who Should You Hire?
Certified financial planners and certified public accountants have different but complementary areas of expertise. You might want to work with an adviser who’s both a CFP and a CPA.
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How Inflation Can Impact Your Taxes
taxes The impact of inflation on federal income tax brackets and some other tax credits might not be all bad.
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Opportunity Zones and Inflation: What Investors Want to Know
Given the backdrop of inflation, rising interest rates and a possible recession in 2023, what can opportunity zones do for investors?
