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IT'S ALL ABOUT MONEY MANAGEMENT
November 2015 -
Besides the death benefit, it may also help you financially during your life.
October 2015 -
In a 2015 CNBC Millionaire Survey, 44% of families having at least $1 million in investable assets said that they had not yet told their children about their future inheritance. Another 27% said they had refrained from mentioning it until their children were 30 or older.
September 2015 -
Some people make money moves that may get them in trouble: they may unintentionally break the law or flirt with illegal behavior, and pay tax penalties for their indiscretions. Here are examples.
August 2015 -
Try living as a “retiree” for a month or two before you commit to leaving your career. Financially and mentally, you can “rehearse” for the third act of your life while still enjoying the second.
July 2015 -
If you fail to appoint a trustee or a property guardian for a minor through your will or living trust, then you leave it open to the courts to decide who that trustee or guardian may be.
June 2015 -
How many households have the right outlook to build wealth? It may depend not only on cash flow, but also on psychology. Saving can become a commitment, not a chore—and chores are often postponed.
May 2015 -
A majority of boomers expect to work in their sixties and seventies, and that expectation may reflect their desire for engagement rather than any economic desperation. Here are tips to note.
April 2015 -
If you received a 2014 health insurance subsidy, you may have to pay a percentage back. Two new federal forms will help you find out. Or you might claim a Premium Tax Credit and get a refund.
March 2015 -
No one wants to delay their federal tax refund, so filling out your 1040 form correctly is essential. Don’t make these common mistakes—little slip-ups that aggravate both the IRS and the taxpayer.
February 2015 -
“Failing to plan is planning to fail.” To avoid becoming overwhelmed with financial planning, try taking it one step at a time, starting with the basics.