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Financial Planning
The Secret to Wealth Is Giving Up Pointless Expenses (and Other Lessons from My Twenty-Eight-Dollar Book)
We all make bad financial decisions. But some of us—those who can’t seem to climb out of debt and lack the knowledge needed to set themselves up for success— are…
Read MoreWhat you need to know about next year’s $600 reporting rule from the IRS
The Internal Revenue Service has postponed the implementation of the new $600 rule to avoid confusion. In the near future, tax forms may be sent if you are eligible. …
Read MoreThe Last-Minute Retirement Plan Moves That Can Cut Your Tax Bill
Whether you’re looking for tax-deductible ways to pad your cash flow or ways to reduce your taxable income before tax day, here are some last-minute steps you can take to…
Read MoreHere’s how to buy Treasury bills as some yields reach 5%, according to financial experts
If Treasury bills, or T-bills, have been on your radar for investment, experts say now may be a good time to buy. Interest rates have ticked up as of late,…
Read More‘Bond ladders are cool again,’ says advisor. Here’s how to capture higher Treasury bill yields
According to experts, if you’re eager to capture higher yields amid rising interest rates, you may consider a Treasury bill ladder, depending on your goals. Enjoy this complimentary download:…
Read MoreSmaller tax refunds, inflation are a ‘double whammy’ for families, says advisor
Typically, you can expect a federal refund if you’ve overpaid yearly taxes or withheld more than what you owe. One of the big reasons for smaller payments this year is…
Read MoreHere’s who can claim the home office deduction on this year’s taxes
If you worked at home in 2022, you may be wondering if you qualify for the home office deduction, which offers a tax break for part of your home expenses.…
Read MoreA Spouse’s Death Is Difficult On Its Own. How to Handle Claiming Social Security.
When a spouse dies, you’re faced with unexpected expenses, and you may find your personal finances in disarray. You likely are coping with the loss of a loved one, as…
Read MoreHere are 5 things to know about filing a tax return this year
Whether you’re feeling confused, stressed or frustrated, the IRS is here to help with its handy guide. Here’s some things to know before filing your tax return in the upcoming…
Read MoreOwning real estate for passive income is one of the most common myths in investing — but here are 3 realistic ways to make it work
If you want to build a legit passive income stream, you need to be aware of these 3 ways real estate can be a game-changer. Enjoy this complimentary download:…
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