![]() In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals. Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article offers guidelines on how long different types of records need to be retained. Spring is a good time to clean out and organize financial records. Time for a Spring Cleanup: Organizing Your Financial Records.This article explains three federal tax benefits that could take some of the sting out of expensive college costs. Are You Eligible for Any of These College-Related Federal Tax Benefits?Ĭollege students and their parents need all the help they can get when paying for college or repaying student loans.Read about the reasons some banks are coming under pressure, including the rapid rise of interest rates, financial market effects, and the role of the FDIC. HOT TOPIC: Bank Failures Shine Light on Interest Rate Risks.Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots. Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens. Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work.This article outlines other types of Social Security benefits. The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. ![]() Social Security Offers Benefits from Birth Through Old Age.This article identifies some common tax scams and offers tips to help avoid becoming a victim. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.Īlthough IRS scams are especially prevalent during tax season, they also take place throughout the year. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them. HOT TOPIC: Rescuing America’s Safety Net.
0 Comments
Leave a Reply. |