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Born in 1950? The IRS Has a New Deadline for You

March 25, 2023 by Brett Tams

This may be a challenging tax year, especially if you’re unprepared.

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What You Need to Know About Inheritance Tax

March 25, 2023 by Brett Tams

There comes a time in all of our lives when we have to say goodbye to a family member or friend. If you were close with the person who passed away, you might discover that they’ve left you something in … Continue reading →

The post What You Need to Know About Inheritance Tax appeared first on SmartAsset Blog.

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Executor vs. Beneficiary Rights: Estate Planning Guide

March 25, 2023 by Brett Tams

When someone dies, others may be called on to manage their estate. An executor is charged with overseeing the distribution of someone’s assets according to the will or state inheritance laws if they die without a will. The deceased person’s … Continue reading →

The post Executor vs. Beneficiary Rights: Estate Planning Guide appeared first on SmartAsset Blog.

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How to Calculate APR on a Credit Card

March 25, 2023 by Brett Tams

Are you wondering just how much it costs you to to carry a credit card balance? To understand how much you’re going to pay in interest, you will need to understand how your card’s annual percentage rate (APR) works. The … Continue reading →

The post How to Calculate APR on a Credit Card appeared first on SmartAsset Blog.

Posted in: Apartment Life, Credit Cards Tagged: 2, 2017, 2023, 429, advisor, All, annual percentage rate, app, apple, apr, art, author, average, balance, Balance Transfers, before, big, bills, Blog, calculator, categories, cost, couple, Credit, credit card, Credit Card Debt, credit card issuer, credit card payments, credit cards, data, Debt, disclosure, entry, facebook, Featured, Finance, Financial Advisor, Financial Plan, Financial Wize, FinancialWize, fixed, fixed apr, Florida, Free, freelance, Freelance writer, funds, get started, goals, good, Google, How To, id, index, interest, interest rate, interest rates, interview, Law, Living, low, Main, Make, make a payment, making, manage, math, Media, meta, money, More, Move, multiply, or, Other, payments, Personal, personal finance, plan, points, property, questions, rate, Rates, ready, reddit, Rent, Review, right, save, Saving, saving money, simple, smart, social, spreadsheet, Style, the balance, time, tips, title, tools, Twitter, variable, variable APR, will, work

Is $6 million Enough to Retire at 55?

March 25, 2023 by Brett Tams

With smart money management, retiring at 55 years old with $6 million could be a breeze. But a lot of work has to go into the strategies you make and the actions that you take. That also includes how you … Continue reading →

The post Is $6 million Enough to Retire at 55? appeared first on SmartAsset Blog.

Posted in: Retirement, Starting A Family Tagged: $6 million, 2, 2023, 429, advisor, All, Amount Of Money, annuities, annuity, apple, ask, assets, author, before, Benefits, big, Blog, bond, bonds, Budget, Budgeting, building, Buy, Capital Gains, categories, cnbc, College, Community College, Compound, cost, Credit, data, decades, decision, Early retirement, earnings, Economics, Emergency, employer, entry, estate, Estate Planning, evergreen_simplefeed_delay, expense, expenses, expensive, experience, facebook, Fall, Finance, finances, Financial Advisor, financial advisors, Financial Goals, Financial Plan, Financial Planning, Financial Wize, FinancialWize, Free, freelance, fund, future, get started, goals, good, Google, graduated, growth, health, Health care, Health Insurance, household, How To, id, impact, Income, index, Insurance, interest, interview, Invest, investment, investment portfolio, investment tips, investments, Law, Life, Lifestyle, Litigation, Live, Living, living will, longevity, low, LOWER, Main, Make, Manhattan, market, math, Media, Medicare, meta, Michigan, mobile, money, Money Management, More, needs, new, opportunity, opportunity cost, or, Other, payments, Personal, personal budget, personal finance, plan, planner, Planning, plans, points, portfolio, principal, property, quiet, ready, reddit, retire early, retirement, retirement account, retirement fund, Retirement Planning, retirement savings, return, returns, right, san francisco, save, savings, School, second, securities, security, Sell, smart, Smart Money, social, social security, specialty, Spending, Strategies, Style, target, tax, tax planning, time, tips, title, tools, Travel, trust, Twitter, value, volatility, white, will, work, working

Empowering Survivors of Domestic Violence in the Workplace

March 25, 2023 by Brett Tams

Domestic violence can have a big impact on the workplace — here’s what it can look like and where to find help.

Posted in: Moving Guide Tagged: 2017, 2021, 2023, All, AllY, ask, assumptions, at home, big, Books, business, Careers, Children, company, Compliance, country, data, Enforcement, facebook, Financial Wize, FinancialWize, fire, helpful, hold, home, home office, How To, HR, human resources, id, impact, jobs, Law, leadership, Learn, Legislation, list, Living, Local, Make, manage, Medical, meta, monkey, More, Moving, new, offer, office, or, Oregon, percent, place, policies, protect, right, sabotage, safe, states, story, stress, suite, time, woman, work, workers, working

Understanding a Private Letter Ruling (PLR)

March 24, 2023 by Brett Tams

Private letter rulings, commonly known as “guidances,” are the bane of tax attorneys everywhere. They are very specific, vast in number and essential to understanding how tax law works. In brief, it’s a written answer issued by the IRS to a … Continue reading →

The post Understanding a Private Letter Ruling (PLR) appeared first on SmartAsset Blog.

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What Is the Volcker Rule, and How Does It Work?

March 24, 2023 by Brett Tams

The Volcker Rule was established following the Great Recession of the late 2000s and early 2010s. Essentially, the law stops depository banks from making risky and speculative investments with customer deposits. Furthermore, it prohibits banks from owning and investing in … Continue reading →

The post What Is the Volcker Rule, and How Does It Work? appeared first on SmartAsset Blog.

Posted in: Banking, Investing, Money Basics Tagged: 2, 2023, 429, advisor, All, analysis, apple, ask, assets, author, Bank, bank accounts, Banking, banks, before, big, Blog, business, business loans, Buy, buyers, calculator, car, car loans, categories, cnbc, Commercial, commission, commodities, company, Consumers, cost, couple, Credit, Crisis, currency, data, Debt, decades, deposit, Deposits, depression, dodd-frank act, economic recovery, Economics, entry, equity, estate, evergreen_simplefeed_delay, existing, experience, facebook, Fall, FDIC, Federal Reserve, Finance, Financial Advisor, financial advisors, financial crisis, Financial Goals, Financial Wize, FinancialWize, Free, freelance, fund, funds, futures, get started, goals, Google, government, graduated, great, id, impact, index, Insurance, interest, interest rate, interview, Invest, Investing, investment, investment portfolio, investments, Law, Litigation, loan, Loans, Main, Make, making, market, markets, Media, meta, Michigan, mobile, money, More, Mortgage, Mortgages, new, Oil, Operations, or, Other, penny, Personal, personal finance, Planning, points, poor, portfolio, president, products, property, protect, protection, Purchase, questions, rate, ready, Real Estate, Recession, reddit, return, right, risk, savings, Savings Account, Savings Accounts, School, securities, Sell, sellers, short, Small Business, small business loans, social, specialty, speculation, stocks, Style, taxes, time, tips, title, tools, trading, traditional, Treasury, Twitter, value, volcker rule, wall, Wall Street, wants, white, will, work, wrong

What Is the Best Age to Retire for Longevity and Health?

March 24, 2023 by Brett Tams

What Is the Best Age to Retire for Longevity and Health?

Most people would like to retire when they are still healthy and active but financially secure enough to continue an energetic lifestyle. The younger the better, for most of us. However, the best age to retire for longevity is different for everyone. It depends on many factors, such as your finances, your health, and what […]

The post What Is the Best Age to Retire for Longevity and Health? appeared first on SoFi.

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Why industry watchers expect mortgage rates to fluctuate in coming weeks

March 23, 2023 by Brett Tams

Mortgage rates, which climbed one day and dropped the next after the bank failures, will be volatile before stabilizing, experts say.

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