Everyone needs a will, but some people need more than that. To save on taxes and make for a smooth transition, they could really use a revocable trust, a family limited partnership or a gift trust. Estate planning is not a one-size-fits-all proposition. The strategies used by young couples just starting their careers and families …
Does Your Estate Plan Call for More Than Just a Will? Read More »
says CPA. Here’s what it could be costing them May 16, 2022 KEY POINTS Nearly two-thirds — 62% — of workers identified company matches to 401(k) plans as important for reaching retirement goals in a recent survey from Principal Financial Group. Just 22% said that starting to invest in your twenties is key to a …
78% of workers ignore ‘the greatest money-making asset’ for retirement, Read More »
KEY POINTS The cost of college can be a challenge for families, but a few tax breaks may lessen the burden. The American opportunity tax credit offers up to $2,500 per student for undergraduate expenses, and the lifetime learning credit extends to graduate or professional courses, worth up to $2,000 per return. Working students may …
As tuition continues to climb, these are the top tax breaks for college expenses Read More »
Howard University – Photo: Darreonna Davis College is a time when you learn so many new things so quickly — you’re learning about your major and future career, meeting people from around the world and learning how to live independently. But one area that is sorely lacking for most college students: learning about money. Nearly half …
An easy guide to help college students set up their first budget Read More »
KEY POINTS The latest Federal Reserve Survey of Consumer Finances found the median amount of savings in Americans’ retirement accounts was $65,000. About half of all Americans are at risk of not being able to maintain pre-retirement standards of living, said Angie Chen, research economist at the Center for Retirement Research at Boston College. But …
Are you saving enough for retirement? Odds are, probably not Read More »
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