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taxes

A Tax-Smart Way to Leave Money to Charities and Your Family

“In this world, nothing is certain except death and taxes.” Death may be a certainty, but some taxes actually aren’t, depending on the circumstances. The tax implications of your charitable contributions and what you leave to your heirs might not be a top concern of yours. However, it is an important thing to think about. What …

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the secure act

The Secure Act 2.0

Back in March, a hearing was held by the Senate’s Health, Education, Labor and Pensions (HELP) Committee. At the hearing, retirement professionals urged lawmakers to take action and increase the accessibility of workplace savings plans. Specifically, they’ve stressed the importance of making it easier for workers to save away more money for retirement. “It is …

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Economists Looking for Signs of a Recession

Wall Street economists are panicking after yields on two-year Treasury notes moved above yields on ten-year notes. Economists track how the interest rates of different maturity levels vary, looking for signs of coming changes in the economy. When short-term interest rates are higher than long-term interest rates, it’s what’s known as an inverted yield curve. …

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Don’t Make Big Financial Decisions When Things are Stressful

When it feels as if the world is spinning, it’s important that you remain skeptical of promises of sure things. Is a simple and reliable investment really simple and reliable, or does it just appear that way during complicated times? “As Russia launches its blitzkrieg against Ukraine, my inbox brimmed with reports from investment firms …

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