Financial Advisors

Enterprenuers

There’s still time to reduce your 2022 tax bill with these last-minute moves

[ad_1] ‘Take lemons and make lemonade’ with tax-loss harvesting With the S&P 500 Index down nearly 20% for 2022 as…

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Enterprenuers

Op-ed: Here are 5 questions to ask your financial advisor before the end of the year

[ad_1] Delpixart | Istock | Getty Images The end of the year is a time to give thanks and celebrate…

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Personal Finance

Tax pros ‘expecting the worst’ with Venmo, PayPal tax reporting change. How to handle a 1099-K for personal payments

[ad_1] AsiaVision | E+ | Getty Images As the tax season approaches, many Americans are bracing for a new reporting…

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Enterprenuers

‘There may be a false sense of security.’ How to know if your workplace disability insurance is enough

[ad_1] Tommaso79 | Istock | Getty Images If you’ve opted into your company’s group disability insurance plan, you may assume…

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Personal Finance

‘It could be a blessing and a curse.’ Here are 3 unexpected financial pitfalls unmarried couples need to know

[ad_1] Petri Oeschge | Getty Images  SEATTLE — If you’re living together before marriage or committed long-term without plans to…

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Personal Finance

As a record 8.7% Social Security cost-of-living increase starts in 2023, here’s what beneficiaries should look for in annual statements

[ad_1] Kathrin Ziegler | Digitalvision | Getty Images The average retiree benefit will go up by $146 per month, to…

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Personal Finance

You may get a 1099-K for Venmo and PayPal payments. Here’s how to prepare — and shrink your tax bill

[ad_1] Charday Penn | E+ | Getty Images If you’ve accepted payments via apps such as Venmo or PayPal in…

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Personal Finance

Taking required minimum distributions? How to reduce the sting of selling in a down market

[ad_1] The deadline is fast approaching for mandatory retirement plan withdrawals, which may force some retirees to sell assets in…

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Enterprenuers

It’s never to soon to save for retirement. Here are 3 ways Gen Z workers can start now

[ad_1] Luis Alvarez | Digitalvision | Getty Images If you’re just out of college, you may be wondering when the…

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Enterprenuers

Despite economic uncertainty, it’s a ‘great moment’ for dollar-cost averaging, says Betterment CEO

[ad_1] Chris Ryan | Getty Images Investors are bracing for 2023 amid stock market volatility, rising interest rates and geopolitical…

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