25 Ways to Improve Your Finances in 2015

If the new year has you feeling motivated to up your financial game, then you’ve come to the right place. Below, you’ll find our 25 best personal finance tips from the year rounded up into bite-size pieces, ready for you to apply to your life. They’ll help you save...

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10 New Tax Traps to Watch Out for in 2014

Taxpayers in 2014 don’t have to worry about a lot of tax surprises. The American Taxpayer Relief Act of 2012 enacted on Jan. 2, 2013, made many existing tax laws permanent and extended other provisions through 2013. But even in the most stable tax and political...

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Year-End Tax Tips for 2014

Key Points These tax tips for 2014 address key areas of your financial life: portfolio planning, retirement, education planning and charitable giving. It never hurts to consult with a tax professional about your unique tax situation. Be aware of changes to cost-basis...

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Tax Planning Strategies for Today

Procrastinators beware: Tax planning isn’t just something you have to deal with at the end of the year and then again in April. While it’s tempting to pay your taxes and forget about them until next year, a mid-year review can ensure you aren’t overpaying Uncle Sam....

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Retirees are Flocking to University Towns

John and Nancy James, both 70 years old, put an offer on a place last winter in Palm Desert, Calif. The idea was to play golf and relax in the sun when it was too cold at their main home in Bend, Ore. Soon after, a trip to Texas threw their classic retirement plan for...

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Keeping Swindlers Out of Your Bank and Brokerage Accounts

Data breaches at Target and Neiman Marcus were certainly scary. Personal information from tens of millions of people fell into the hands of cybercriminals. But an equally threatening and perhaps more personal attack is a hacker getting into your email and then using...

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In Life and Business, Learning to Be Ethical

Lots of New Year’s resolutions are being made — and no doubt ignored — at this time of year. But there’s one that’s probably not even on many lists and should be: Act more ethically. Most people, if pressed, would acknowledge that they could use an ethical tuneup....

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How Much Should You Save For Retirement?

One time-honored rule of thumb suggests that should save 10% of your income for retirement. But that percentage might be too high or too low for many people saving for retirement, according to a new study. Indeed, your saving rate should be based on your household...

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