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What is the Yield Curve … and Is It Signaling a Recession?

An economic concept known as the “yield curve” has been getting a lot of attention recently among economists and on Wall Street. In fact, some pundits are saying that the yield curve is dangerously close to predicting a recession here in the U.S. So what exactly is the yield curve? And more important, is the […]

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How to Minimize Squabbling Among Heirs After You Die

It can be one of the hardest parts of the estate planning process: Deciding how your assets will be distributed to your children after you die. Some parents simply divide all the assets evenly among their children. Others, meanwhile, are less concerned about ensuring that assets are divided evenly than they are making sure certain […]

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More Tax Reform Fallout: Employees Lose Unreimbursed Expenses and Home Office Tax Deductions

The provisions and implications of the Tax Cuts and Jobs Act that was passed into law last December have been covered extensively, including articles we wrote soon after the law went into effect. However, there’s one provision that hasn’t received a lot of attention that you should probably know about. The legislation eliminated the unreimbursed […]

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5 Financial To-Dos Before Traveling Overseas This Summer

It’s summertime and you may be getting ready for a big overseas vacation. Before you go, it’s a good idea to make sure your finances are as ready as your suitcase. One way to do this is to create a financial to-do list so your finances are prepared for your travels. Here are 5 steps […]

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What Are Generation Xers’ Biggest Retirement Worries?

A lot has been written about the retirement savings crisis in the U.S. In a recent blog, we noted that the median retirement account balance for working-age American households is only $3,000. And the National Institute on Retirement Security (NIRS) has calculated a retirement savings deficit in the U.S. of between $6.8 trillion and $14 […]

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