Elder financial fraud is worse than we thought. Here’s what we can do about it.

Elder financial fraud is worse than we thought. Here’s what we can do about it.

Our parents’ financial rules of thumb were pretty simple and easy to follow: Neither a borrower nor a lender be, pay back your mortgage before retirin[......]

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9 things retirees should never keep in their wallets

9 things retirees should never keep in their wallets

You and your hard-earned savings have finally made it to retirement. Why risk losing anything if your wallet goes missing or is stolen? Because wit[......]

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Should I take out a loan to pay my debts?

Should I take out a loan to pay my debts?

Q: "I have student loan debt and have racked up about $6,000 in credit card debt over the last three years. I'm thinking of taking out a personal loan[......]

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Train your brain to save more and spend less

Train your brain to save more and spend less

Put more money in your pocket.

Your brain and your wallet aren't always on speaking terms. Despite good intentions, mental tics and tripwires often u[......]

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Paying off your mortgage could be the smartest investment of 2018

Paying off your mortgage could be the smartest investment of 2018

New tax law makes ridding yourself of debt even savvier.

What's the best investment you can make in 2018? Three considerations — taxes, risk and the[......]

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Category Archives: TAXATION

What really matters for an index fund: Tax skill

Some investors think that fees are always the difference. But it seems that some fund families are just better at managing tax issues than others.

Ma[……]

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Who will and won’t pay the AMT, America’s rich-person tax?

This year’s alternative minimum tax is a shadow of its former self.

The alternative minimum tax isn’t out, but it is way, way down.

The AMT is a c[……]

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Tax cut helping turn U.S. small caps into unlikely source of safety

The Republican-led corporate tax cut is helping turn the shares of smaller publicly-traded companies in the United States into an unexpected source of[……]

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When it’s safe to shred your tax records

Many records are no longer needed three years after filing your tax return, but you may have to keep documents involving the purchase of a house or in[……]

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How retirees can save on charitable donations under the new tax bill

Do something good and lower your taxes.

The 2017 tax reform made sweeping changes that will affect your income tax returns starting in 2018 (though m[……]

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The new tax law: Taxes on investment income

The law makes few changes to investment-income taxes, preserving favorable rates for capital gains and dividends.

The tax overhaul doesn’t change the[……]

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