The Blog

How to Max Out Your Retirement Accounts in 2015

Contributing to retirement accounts allows you to build wealth, capture valuable employer contributions and qualify for tax breaks, all at the same time. But few savers are able to capture all of the advantages that 401(k)s and individual retirement accounts offer. Here’s how to make the most of your retirement accounts in 2015. Full article

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Does it Make Sense to Buy a Second Home?

Owning a second home may sound like something only the wildly rich do, but that isn’t always so. Sometimes people buy a new house when they haven’t had success selling the first. Other homeowners might like the idea of buying a second home to fix up and sell at a fat profit – or to

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What to Do If You Owe the IRS But You Can’t Pay

If you’ve started preparing your return via online tax prep software or even walked into a physical location somewhere, only to learn you owe more than you can pay, don’t simply stop the process. You’re so much better off sending the return in, or filing a valid extension. Let’s say you owe $20,000 and you

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The Homeowner’s Guide to Vacation Rentals

As the summer travel season approaches, homeowners with a spare room or a vacant beach home may be considering cashing in on the popularity of vacation rental websites. A 2015 Barclays report estimates that home rental platform Airbnb books around 37 million night stays, which could increase to as many as 129 million by 2016.

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The Good, Bad and Ugly of Real Estate Investments

As the summer travel season approaches, homeowners with a spare room or a vacant beach home may be considering cashing in on the popularity of vacation rental websites. While many investors get a rise when it comes to the potential profits in real estate, that doesn’t mean all properties rise enough in value to justify

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6 Habits of Successful 401(k) Savers

For the majority of U.S. workers, the 401(k) plan has become the single largest source of retirement savings. If you participate in one, the good news is that you have more control over your retirement money. The bad news is that you have more control over your retirement money. For people who do not have

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5 Reasons Boomers Should Consider a Roth

Last week, I wrote about the reasons you should skip the Roth. The post was really meant for baby boomers, and I should have been clearer about that. Today’s post is specifically for baby boomers, who are finding themselves in a different situation than their younger counterparts. This difference has to do with when they

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Improving Retirement Outcomes with Investments, Life Insurance, and Income Annuities

Financial goals for retirement generally include meeting spending goals sustainably, while also preserving assets for contingencies and legacy. The financial services industry offers different tools for meeting these objectives, ranging from investment portfolios to insurance products. While some view these choices as either/or, what I have found in my research is that integrated approaches which

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How Small-Business Owners Are Spending Their Tax Returns

If you’re getting money back this tax season, you may want to splurge. But spending that tax return wisely can be a great opportunity to grow your business. Less certain than the specter of death and taxes is whether you’ll get money back from Uncle Sam. But for the small-business owners who do get a

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Getting Tax Advice & When to Sell or Grow Your Company

The Vice President of Community and Products at Adobe, Scott Belsky and Christiane Lemieux, the Founder of DwellStudio and Executive Creative Director of Wayfair.com, answer viewer questions about making sure you have all the bases covered with your taxes and selling versus expanding your business. Full article

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