Category: Blog Posts

Financial Tips for Living with “Boomerang” Kids

One-third of adult children between the ages of 18 and 34 are now “boomerang” kids living with mom and dad, according to a study conducted by the Pew Research Center. This situation can sometimes lead to some serious family drama, like what happened when Michael Rotondo, a 30 year-old-man, was recently evicted from his parents’ […]

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Fraud Alert: Why Millennials Are Especially Vulnerable to Scams

It appears that Millennials aren’t as tech-savvy and cyber-smart as many think they are. In fact, Millennials may be the easiest generation to scam, according to the BBB Scam Tracker, a crowd-sourced reporting tool. Of those reporting scams to the BBB Scam Tracker, 34 percent between the ages of 18 and 24 failed to detect […]

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How Could a Trade War Affect Your Investments?

The economic news has been dominated in recent weeks by the tariffs the Trump administration has imposed on imports into the U.S. from China and other nations. These include steel (25%), aluminum (10%), washing machines (20%) and solar panels (30%). In early July, an additional $34 billion in tariffs was assessed on more than 800 […]

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Saving Strategies: Who Wants to Be a Millionaire?

The game show Who Wants to Be a Millionaire is one of the most popular TV game shows of all time. The title plays off the round figure of $1 million, which for many people is the culmination of a lifelong financial goal. Becoming a millionaire is certainly a worthy financial goal. Depending on where […]

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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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How to Have the “Money Talk” With Your Kids

It can be uncomfortable to talk about money, especially with your kids. No matter how awkward the topic is, though, it’s usually important for kids to learn about it. According to a 2017 study conducted by T. Rowe Price, 69 percent of parents said they are reluctant to talk about money with their kids. However, […]

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