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Financial Abuse of Seniors Hits Record

THE WALL STREET JOURNAL by. Yuka Hayashi (January 24th, 2019) U.S. banks reported a record 24,454 suspected cases of elder financial abuse to the Treasury Department last year, more than double the amount five years earlier, according to government data. The increase occurred as new federal and state laws are prompting banks to take a more active role in trying to address frauds and scams...
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Breaking The Winter Chill With Some Hot Money Tips

Sometimes our lives get stuck on autopilot. For those of you in the colder climes, it’s always good to add a little heat to the cold winter weather. Between work, family, home commitments and other needs, checking all the boxes can be difficult; if not seemingly impossible. Here are a few tips to help you heat up your money life. Get a grip. Get to know your spending. If you are on salary,...
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New: IRS Announces 2018 Tax Rates, Standard Deductions, Exemption Amounts And More

Kelly Phillips Erb (March 7th, 2018) The Internal Revenue Service (IRS) has (finally) announced a number of tax-related provisions for 2018, including, of course, the latest tax rate schedules and tax tables. The rates are the results of the Tax Jobs and Cuts Act of 2017, signed into law by President Trump on December 22, 2017. If you’re a regular reader, you’re probably expecting me to lin...
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The 5 Inherited IRA Mistakes That Will Destroy Your Inheritance

Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in our lives. Here are a few mistakes you want to avoid if you inherit an IRA or other retirement accounts from a loved one. Don’t let these five mistakes destroy your loved one’s legacy. Avoid these Five Inherited IRA...
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How Grandparents Can Help Contribute To Their Grandchildren’s Education

Grandchildren represent the future. The grandparent/grandchild bond is extremely unique and one that is steeped in legacy, heritage and unconditional love. By sharing stories of the past, the bond between these 2 generations is solidified as the older generation looks to pass on their knowledge and life experiences with the newer generation. When parenting is left to the actual parents,...
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