Kiddie Tax

The IRS’s kiddie tax rules limit parents’ ability to transfer investment assets to a minor child in order to take advantage of the child’s lower marginal tax bracket.

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Who Moved My Wealth?

We are in the midst of a significant intergenerational transfer of wealth, as trillions of dollars are being passed from aging parents to their baby-boomer children. But there is a second, significant movement of money that no one is talking about. That wealth won’t go to the heirs but rather to the health care system—specifically, caregivers, assisted living facilities, and nursing homes.

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Buying Insurance: What Savvy Customers Should Know

You're ready to buy an insurance policy, but you feel a bit uneasy embarking into the insurance world. After all, the language can be technical, and you're wary of insurance agents throwing sales pitches at you. Whether you're buying an auto policy, a homeowners policy, a life insurance policy, or some other type of policy, here are some general tips to help you tread the insurance waters.

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Test Your Knowledge of Financial Basics

 
How well do you understand personal finance? The following brief quiz can help you gauge your knowledge of a few basics. In the answer section, you'll find details to help you learn more.

41% of American households do not have enough money in a liquid savings vehicle to cover a $2,000 expense.

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4 Tips for Safe Shopping This Holiday Season

Scammers don’t take off for the holidays. In fact, at a time when most of us use our credit cards even more, identity thieves work harder than ever. It’s easier for them to catch us off guard by offering incredible deals; playing on the scarcity of must-have, sold-out items; and blending in with legitimate retailers. 

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Year-End Financial Planning Checklist

As 2016 draws to a close, it’s time to begin organizing your finances for the New Year. To help you get started, we’ve put together a list of key planning topics to consider.

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