FINANCIAL FOCUS: Financial Checklist: Post-Divorce Tips

 

Provided by Sara Frank-Hepfer

 
If you’re recently divorced, it’s normal to worry about your financial situation. Settling into a new financial life will take time, but here are some tips that may help.

 

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TAX SOLUTIONS: Tips on Choosing a Tax Preparer for 2015 Tax Season

 

By A.J. Gross

 
As with any major decision in life, you should choose your tax preparer wisely. Paying taxes is a serious matter, so it’s important where you choose to have your tax return prepared. While you only need to file your taxes once each spring, you can save yourself from any last minute stress by spending time now to find the right tax professional to prepare your tax return.

 

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TAX SOLUTIONS: What is a Retirement Plan?

  

 

The IRS has a secret account for all U.S. citizens. There is money in the secret account accessible to taxpayers. By filing Form 1099-OID, taxpayers can gain access to their own secret account.  

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Jill on Money: Health care enrollment season present dizzying choices

 By Jill Schlesinger

Tribune Content Agency
 
  Just in time for the upcoming benefit enrollment period, the Kaiser Family Foundation has released its annual survey of employer health plans, which cover more than half of the non-elderly population, or 147 million people.
 

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TAX SOLUTIONS: IRS Secret Account Tax Scheme

 

By A.J. Gross

 
The IRS has a secret account for all U.S. citizens.  There is money in the secret account accessible to taxpayers.  By filing Form 1099-OID, taxpayers can gain access to their own secret account. 

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FINANCIAL FOCUS: Talking to Your Aging Parents About Their Finances

 

Presented by Sara Frank-Hepfer
 
Each day between 2011 and 2030, 10,000 baby boomers will celebrate their 65th birthdays. As the boomers grow older, their middle-aged children may find themselves in a challenging situation: providing financial assistance to their parents as well as their own kids. 
 

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Jill on Money: Best financial advice comes with the F-word

   

  The Financial Planning Association (FPA) had its national conference recently, and it could have been presented by the F-word – that is, “fiduciary.” The weekend brought together 2,000 certified financial planners, all of whom adhere to the fiduciary standard. That standard of care requires that financial professionals put the interests of clients first.
 

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Jill on Money: What the financial crisis taught us

 

By Jill Schlesinger
Tribune Content Agency
 
 This month we marked the seventh anniversary of the financial crisis. Sometimes people forget just how close to the brink the U.S. and global financial system was.

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FINANCIAL FOCUS: Estate Planning for Your Digital Assets

 

Presented by Sara Frank-Hepfer
 
Today, most of us rely on our cell phones and digital records to keep track of important contact information. In fact, we depend so greatly on online profiles and accounts for completing transactions and storing information that paper checks, address books, photo albums, and handwritten letters may soon become things of the past. 

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TAX SOLUTIONS: Holiday Travel

 

By A.J. Gross

 
The holidays are great for spending time with family and friends.  The holidays may also mean travelling long distances to meet with family and friends.  Business owners and self-employed individuals may take advantage of this opportunity to deduct the cost of travel as a business expense.  I recommend understanding the rules for business travel before taking the business deduction.

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