Monthly Archives: June 2018

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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