The recent downfall of a short-term funding company and an investment firm may seem to have little in common at first glance. But a closer look suggests that both are indicators that some investors are looking for yield in all the wrong places.
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Buying Your First Home: Down Payments And Mortgages
Becoming a first-time homeowner may seem daunting. But if you approach it as a series of achievable steps, there is no reason you can’t proceed with confidence.
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Check Your State’s Rules On PPP Tax Relief
The way state authorities across the country choose to handle the Paycheck Protection Program could have a significant impact on your total tax bill.
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Insuring Your Own Earning Power
Young professionals often undervalue their most valuable financial resource: their ability to make a living.
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Getting Your Estate Plan In Order
Writing a will and developing an estate plan are tasks that linger on to-do lists for months, or even years. January is a great time to begin.
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After Turbulent 2020, A Surprisingly Calm Tax Outlook
In this year like no other, looking ahead is preferable to looking back. But while 2020 has been, to put it mildly, tumultuous, things look relatively calm on the tax policy horizon in the short-term future.
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Creating A Guide For High Achievers
The editor of Palisades Hudson Financial Group’s new book reflects on creating a guide for “high achievers” in their 20s, 30s and 40s.
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Sentinel, Looking Back And Looking Forward
A lot has changed since I published the first issue of this newsletter, but a surprising amount has not. Both are reflected in the first paragraph of that May 1993 edition, from an article titled “For The Best Gifts, Keep On Giving.”
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Duly Noted
U.S. taxpayers in southern and western Puerto Rico who were affected by the earthquakes that began last December have extra time to file various tax returns, as well as relief from certain penalties.
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Duly Noted
Tax Relief For ‘Accidental Americans.’ Virtually all children born in the United States, and many born outside the United States with at least one U.S. citizen parent, acquire American citizenship at birth. Because U.S. citizens are subject to tax on their worldwide income regardless of where they reside, this has created complications for many individuals who were unaware of their American tax obligations.
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