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Considerations When Making Gifts To Children
Jun 1, 2021 If you make significant gifts to your children or someone else's children (perhaps a grandchild, a nephew, or a niece), or if...


New Changes To College Financial Aid And Education Tax Benefits
May 24, 2021 In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the...


Growing Interest In Socially Responsible Investing
May 17, 2021 U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years...


How Well Do You Understand Retirement Plan Rules?
May 10, 2021 Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the...


Home-Sweet-Home Equity
May 3, 2021 Buying a home is a long-term commitment, so it's not surprising that older Americans are much more likely than younger people...


Real Estate For Income And Diversification
Apr. 26, 2021 An estimated 145 million Americans own real estate investment trusts (REITs) in their retirement accounts and other...


Five Tips To Follow When Applying For A Mortgage
Apr. 19, 2021 The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in...


Is Your Home Office Also A Tax Shelter?
Apr. 12, 2021 The pandemic ushered in the age of video meetings, providing a glimpse into many kinds of home workspaces. For many...


Money Market Funds In A Low Rate Environment
Apr. 5, 2021 After pushing interest rates gradually upward for three years, the Federal Reserve dropped the benchmark federal funds rate...


Four Things Investors Should Know About Stock Splits
Mar. 29, 2021 In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and...
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