Browsing: Personal Finance

Immediate Action Advisable The Corporate Transparency Act (“CTA”) is a new federal law that may affect you in significant and unexpected ways. Since the law only…

Recent consumer research found that 45% of consumers with credit cards carry balances month over month. While we know that high interest rates can negatively impact…

Dear Big Move, I am a longtime U.S. federal employee, and I will be returning to America after five years serving overseas. I hope to buy a…

Approximately 95% of married couples file joint tax returns. There is a strong knee-jerk reaction to file jointly, and tax return preparers may assume that’s what…

No one loves paying taxes. Building a retirement income you can’t outlive is a challenge for many Americans. Increasing the amount of tax-free retirement dollars you…

OBSERVATIONS FROM THE FINTECH SNARK TANK How much more money would you need to make you “happy”? That’s the question financial services firm Empower put to…

It was a tip from an analyst at an investment firm roughly a decade ago that first pushed Kevin Kinser, an education professor at Penn State…

The SECURE Act 2.0, enacted at the end of 2022, created a new type of qualified charitable distribution (QCD) that generally is being called the Legacy…

AI is a new frontier and can be potentially extremely helpful in healthcare. Assembling all known information to solve a problem could benefit many. But there…

Understanding and applying the principles of strategic gifting allows you to reduce your estate tax liabilities significantly. It facilitates a seamless wealth transition and upholds your…