Category: Personal Finance

How to Handle a Large Inheritance

Inheriting a large sum of money or assets can be a life-changing event. While it can bring financial security and opportunities, it can also be...

How to Prepare Your Finances for a Recession

A recession refers to a general decline in economic activity. It is a time when unemployment increases, consumer spending lowers, and the economic output is...

How The New Standard Deduction Will Affect You

As the year comes to an end, it is vital to take note of all the changes made by the Internal Revenue Service (IRS) for...

The Importance of Calculating Your Personal Inflation Rate

Several things can impact your growth when you plan your finances and future goals. A new government policy on tax, your personal debt situation, poor...

2021-2022 Capital Gains Tax Rates

Taxes are a charge that the government levies on the money you make. When you earn a salary from a job, an income from a...

How to Pay 0% Capital Gains Taxes With A Six-Figure Income

The long-term capital gains tax has been around since 2008. However, a lot of investors do not know about the 0% capital gains tax rate...

What Is The Difference Between Portfolio Management And Wealth Management?

The terms portfolio management and wealth management are often used interchangeably by investors, but the two are different with respect to their goals and services....

Is Social Security Taxable?

The majority of American citizens pay taxes on social security benefits. Americans often pay income tax on approximately half to 85% of their social security...

How to Plan Your Taxes if You’re a High-Net-Worth-Individual

The broad scope of tax legislation that has become law over the past several years has prompted many higher-income taxpayers to take a closer look...

Ten Ways Parents Can Financially Plan for Their Child’s College Education

Life changes radically upon the arrival of a baby. While a baby does stand true to its moniker of ‘a bundle of joy’, there is...

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