Financial Independence for Women
Your road map to financial security. Women face many unique challenges when it comes to personal finance and investing. Physical and emotional - longevity, more subject to elder abuse, more likely to struggle after divorce or death of partner. Workplace – lower...
Smart Credit for Smart People
In the consumer economy, credit is pretty easy to obtain. That often leads to problems for those who don’t know how to use it wisely. At the other end of the spectrum, some people avoid using credit altogether. Smart people use smart credit strategies to maximize...
Financial Planning and Investing for Women
We've put together some ideas for women to get comfortable talking about financial planning and investing. Women face many unique challenges when it comes to personal finance and investing. One big challenge is that money is a taboo topic for women. By one estimate,...
How the Latest Relief Packages Affects AGI’s, RMD’s, Deductions
The U.S. Congress recently passed, and the President signed, the 5,593-page Consolidated Appropriations Act of 2021 relief package—and experts are still mulling over what the impact will be on ordinary citizens. There are stimulus checks, tax planning relief...
GameStop Gambling
GameStop: A David and Goliath story or a cautionary tale of feverish gambling? The GameStop David and Goliath story has given us a short break from 2020 doom and gloom. It’s a surprising story of how masses of small amateur investors managed to bid the share prices of...
Estate Exemption Expiration
Today, it’s hard to believe that in 1997 you could only exempt $600,000 from estate taxes. When a person died, heirs would pay tax on anything above $600,000 at the (then) maximum 55% tax rate. The estate situation is very different today. The Internal Revenue Service...
Creative SALT Workarounds
One of the most hated tax provisions for people in higher-tax states is the so-called SALT limitation on state and local taxes. What is the SALT Limitation? The provision was part of the Tax Cuts and Jobs Act, which only allows taxpayers who itemize their deductions...
Long-Term Care: What You Need to Know
There are many misconceptions and misunderstandings about long-term care (LTC), including who needs it and how to pay for it. It’s essential to break down the main components of long-term care insurance to find what is right for you. What does long-term care...
Key Financial Tips for Aspiring Entrepreneurs
Many Americans retire from the office job that they held for several years and decide to go into business for themselves, becoming mid life entrepreneurs. Others don’t wait to retire but leave the corporate world to launch. Of course, some people never work for others...
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