Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,
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Bonjour! Cross-Border Moves Take Planning
If you’d like to retire abroad or move back to the U.S. after working overseas, you’ll need to calculate how it will impact your finances.
Gift Tax Reminders
Forbes’ recent article, “Why The Gift Tax Matters So Much to You,” reminds us that certain wealth transfers are excluded from gift taxes. You can
Why Do I Need a Trust?
The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption,
Best Places to Retire…Are You There Yet?
Kiplinger rated all 50 states based on quantifiable factors that are important to many retirees in “10 Best States for Retirement.” The rankings favored states
Do Your Homework Before You Make Charitable Contributions
Sometimes when you hear words like "childhood disease" or "natural disaster," it's difficult to say no to a donation request. But Kiplinger's recent article, "How
Make Certain Your Dynasty Succeeds After You’re No Longer in Power
The Yakima Herald article, "Passing the baton: 6 challenges for family business succession," says that maybe one reason family dynasties are of interest is that
Making it Easier to Let Go of Valuable Art
What if it's time to arrange your affairs, but you're not quite ready to part with your art collection? You can part with your art
When You Might Avoid the 401(k) Early Withdrawal Penalty
The rule for tapping a 401(k) without incurring the 10% early-withdrawal penalty requires that you are at least age 59½, but there's an exception. If
Yes, We Know: Prince Didn’t Have a Will
By now you've seen and heard the news of the musician's sudden death. You also now are aware that the Minnesotan failed to take time
Reverse Mortgages Give You Tax-Free Cash
Reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), are government-insured loans. These loans let qualified senior homeowners convert illiquid home equity into available
Adoption Tips for Those Planning on Adding to Their Families
According to the U.S. Department of Health and Human Services, the costs of adopting can be anywhere from a few hundred dollars to more than