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Your Estate Plan: New Laws

Submitted by Joseph A. Clark on Thursday, September 10, 2015 - 12:00pm

Figuring out how to pass assets on to heirs is an integral part of the estate planning process. But it’s not always easy to determine the wisest path, given the many options available as well as changing tax laws.

Thinking Through a Legacy

Submitted by Lewis J. Walker on Friday, August 28, 2015 - 3:00pm

When you say, “I want to leave a legacy,” what do you mean? Is legacy about money, possessions, memories, spirituality, meaning, love, circles unbroken, the lives of loved ones and fellow humans who are better off because you were here ... what?

Your Mid-Year $$ Checkup

Submitted by Taylor Schulte on Friday, July 31, 2015 - 12:00pm

This time of year marks a great moment to slow down and look at your financial progress in 2015. How are you tracking against goals you set in January, and do you have an opportunity to save more, give to a cause or reduce this year’s taxes? Examine financial goals you set earlier this year, focusing on each major aspect of your money plan.

Social Security Ignorance

Submitted by Rick Kahler on Friday, July 31, 2015 - 9:00am

Even though Social Security is a backbone of retirement, public ignorance about it is widespread. That doesn’t bode well for people’s retirement planning, especially because the program faces a funding shortfall within the next two decades.

Hey, Fed: Admit Your Limits

Submitted by Brenda Wenning on Wednesday, July 22, 2015 - 9:00am

Apparently, the Federal Reserve is taking the summer off. Since so many people erroneously believe that this flawed institution is all-powerful, maybe the bank can use its idle time to come clean with the public about its limitations.

Tax Saving for College Kids

Submitted by Jason Lina on Wednesday, June 10, 2015 - 12:00pm

As any parent knows, dependents are tax deductible. However, letting your children file on their own can create significant tax saving opportunities if you are subject to rules that limit many traditional tax breaks.