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    1,986 results found

    1. 2022 Transfer Tax Update
      Despite the various proposals to lower federal transfer tax (estate, gift and GST taxes) exemptions and increase the tax rates, none of them were enacted in 2021.
    2. One-time passcodes used to be the security shield
      One-time passcodes used to be the security shield guarding your accounts. Now, they're the new target for cunning scammers. One-time passcode fraud is
    3. Make These 3 Moves Before You Start Investing
      Investing money is a great way to grow wealth over time. Over the past 50 years, the stock market has delivered an average annual 10% return (before inflation), based on the performance of the S&P 500 index.
    4. Think twice before cutting employee financial wellness benefits
      Can you think of the last time a financial situation had you stressed out and so preoccupied it was difficult to focus at work? All you could think about was handling the situation and maintaining financial stability, eliminating that added stress and getting back to life as usual. Now top that situation off with the n
    5. 3 Reasons to Go With a Roth IRA
      One of the biggest decisions you must make when saving for retirement is whether to go with a traditional or Roth IRA. You're not locked into one -- you can start with one and transition to the other over time, or contribute some money to both types of accounts. But most people favor one over the other. Traditional IRA
    6. How to budget: 5 top budget strategies for you
      If you're struggling to save money, following a budget can help. Here are five strategies to consider
    7. 3 Smart Places to Save Now
      With Social Security set to deplete one year earlier than expected, taxes on retirement benefits may only get worse, not better. Currently, 15% of your Social Security benefit is tax-free. For the other 85%, it all depends on your “provisional income.” So, it’s important to be able to manage your income in retirement,
    8. How to encourage employee participation in preventative health
      When you invest in health benefits and preventative health programs, you're investing in your employees. Giving employees the resources and tools they need to improve their health, both mental and physical, can reduce immediate and future health care costs and lead to a more productive workforce. However, these prevent
    9. Federal Reserve pledges 'powerful support' for economy
      WASHINGTON (AP) — The Federal Reserve says that its low interest rate policies are providing “powerful support” for the economy as it recovers from the coronavirus pandemic. In its twice-a-year report to Congress on monetary policy released Friday, the Fed indicated that it plans to maintain that support until further
    10. 7 Top Benefits of Roth IRAs That You Don't Want to Overlook
      The Roth IRA (individual retirement account) is bursting with benefits that can make saving for retirement a bit more exciting. If you don't want to