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It’s Time for a Midyear Checkup—Financially Speaking

It’s Time for a Midyear Checkup—Financially Speaking

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

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.

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Gift Tax Reminders

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

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Why Do I Need a Trust?

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,

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Best Places to Retire…Are You There Yet?

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

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Do Your Homework Before You Make Charitable Contributions

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

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Make Certain Your Dynasty Succeeds After You’re No Longer in Power

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

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Making it Easier to Let Go of Valuable Art

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

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When You Might Avoid the 401(k) Early Withdrawal Penalty

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

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Yes, We Know: Prince Didn’t Have a Will

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

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Reverse Mortgages Give You Tax-Free Cash

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

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Adoption Tips for Those Planning on Adding to Their Families

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

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