Widow/er Social Security Benefits

September 1, 2023 | 0 views

A widow or widower is eligible for a survivor's benefit from Social Security even if they never worked – as long as the deceased spouse qualified for benefits based on his or her own income record. Also, note that surviving...

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The Ins and Outs of a Reverse Stock Split

August 1, 2023 | 0 views

When a company decides to conduct a reverse stock split, also referred to as a stock consolidation, the number of shares available to investors is reduced.In a normal (forward) stock split, a company increases its number of outstanding shares without...

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New Personal Finance Provisions in the 2.0 Secure Act

July 1, 2023 | 0 views

The Continuing Appropriations Act, enacted at the end of 2022, included several provisions that impact retirement plans going forward. Specifically, the legislation enacts SECURE 2.0, an updated version of the Setting Every Community Up for Retirement Enhancement Act of 2019....

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How To Recession-Proof Your Portfolio (Just in Case)

June 1, 2023 | 0 views

Some economists and market analysts have been predicting a U.S. recession ever since last fall. They’ve been wrong before – but they’ve also been right. Rather than try to predict how the stock market will react during the next recession,...

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Estate Taxes vs. Inheritance Taxes: Understanding the Differences

May 1, 2023 | 0 views

Estate and inheritance (“death”) taxes are levied on the transfer of property at death. The difference between an estate tax and an inheritance tax is based on who pays the bill. An estate tax is levied on the estate of...

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