Article Published by: money.usnews.com Most investors understand how taxes apply to capital gains, dividends and interest. But those accustomed to mainstream assets like stocks, bonds and funds can be surprised when they get off the beaten path with Treasury inflation-protected securities, zero-coupon bonds, S corporations and...
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Article Published by: huffingtonpost.com As a financial advisor, I often work with clients who are concerned about how they are going to fund both their children’s education and their own future retirement. While the balancing act of saving for college and retirement can be difficult, I always...
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Article Published by: mjscpa.com It’s not uncommon for parents, grandparents and others to make financial gifts to minors and young adults. Perhaps you want to transfer some appreciated stock to a child or grandchild to start them on their journey toward successful wealth management. Or maybe...
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Article Published by: money.usnews.com Millions of consumers are moving away from traditional banking methods and trading in cash and credit cards for more convenient digital payment alternatives. In fact, a 2016 survey on the rise of digital wallets conducted by Finder.com, a comparison platform and information service,...
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