What Are the Tax Implications of a Spouse's Death?
- Broadridge Content
Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.
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Start Now to Prepare Your Family Finances for Summer Spending
- Forbes
Map out your summer spending before it sneaks up on you. Summer spending isn’t usually one big expense; it’s a series of smaller “yes” decisions that add up.
Watch Out for Crypto Scams
- Broadridge Content
Crypto scammers are professional con artists. Here are some red flags to watch out for.
Profit-Sharing Plan
- Broadridge Content
A profit-sharing plan is a type of qualified defined contribution plan in which you, the employer, contribute to the accounts of participating employees. As the name implies, your employer contributions are generally (but not necessarily) tied to your business's profits, allowing employees to "share" in those profits. Annual contributions to the plan may be discretionary (you need not contribute anything at all), or may be based on a specific formula related to your annual profits.
Hoping the Last Check Bounces … and Other Financial Approaches to a Long Life
- The New York Times
Americans are increasingly dealing with a dilemma: How to balance a long life with having enough money to live it happily.
Your Finances (and Mind) Probably Need a Spring Cleaning Right Now
- The New York Times
When the world feels uncertain, spend the season of renewal taking charge of what you can control: your budget.
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