News & Articles

Age-Related Tax and Financial Planning Milestones

Posted on Wed, Feb 12, 2020

In an era of uncertainty, you can count on one thing: Time marches on. While you can't beat Father Time, you can prepare for these age-related tax and financial planning milestones as you and your loved ones grow older.

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Tags: Retirement, Social Security, Retirement Planning, Kiddie Tax

Important Tax Figures for 2019

Posted on Mon, Jan 07, 2019

The following table provides some important federal tax information for 2019, as compared with 2018. Many of the dollar amounts are unchanged and some changed only slightly due to inflation.

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Tags: Tax Credit, Estate, Income Tax, Kiddie Tax, Tax Figures for 2019

More Adult Children Opting to Live with Parents

Posted on Mon, Jun 13, 2016

What's the most common living arrangement for young adults today? For the first time in 130 years, more young people ages 18 to 34 opt to live with their parents, rather than move out on their own or with a spouse or friend, according to a recent study by the not-for-profit Pew Research Center. Here's more on this trend, including possible reasons, reactions from parents and their live-in adult children, and financial and social implications.

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Tags: Tax Breaks, Higher Education, Taxes, Kiddie Tax, Living Arrangements