Checklist 2020 Planning Follow Through: You Have More Work To Do

Checklist 2020 Planning Follow Through: You Have More Work To Do

    2020 estate planning was a wild ride! Throngs of wealthy Americans had their advisers assist them with all types of planning. Much of the planning was based on the fear that the Democrats would control Congress and pass harsh tax legislation. Regardless of the...

It’s Easier to Get a Tax Deduction for Donations This Year

It’s Easier to Get a Tax Deduction for Donations This Year

Under the pandemic relief program, taxpayers can deduct up to $300, even if they take the standard deduction. And even if $300 doesn’t sound like much, it’s “a big deal” to the needy. Thinking of making a donation to a charitable cause before the end of the year? This...

5 Reasons To Believe Stocks Will Gain In 2021

5 Reasons To Believe Stocks Will Gain In 2021

Michael Foster ContributorInvesting I write on high yield assets that deliver a reliable income stream. Stocks are up—and so are coronavirus cases. And right on cue, I’m hearing from plenty of investors asking if now is the time to sell and lock in their gains. No...

Jill On Money: Year end money moves to make amid COVID-19

Jill On Money: Year end money moves to make amid COVID-19

By JILL SCHELSINGER, SUCCESS TRIBUNE CONTENT AGENCY  In most years, writing a year-end column is a snap, but 2020 is not most years. As a result, I will be writing a few columns with action items to consider. Think about 2021 taxes NOW: The IRS is not likely to extend...

These Are The Best 20 Wines To Serve With Thanksgiving Dinner

These Are The Best 20 Wines To Serve With Thanksgiving Dinner

Katie Kelly Bell ContributoForbesLife I cover what's interesting in wine, spirits, food, and travel. Thanksgiving Dinner will look very different this year for most of us but you’ll still want some special wines to go with the meal. Go international with sparkling...

What Are The New Rules For Retirement Plans During Pandemic?

What Are The New Rules For Retirement Plans During Pandemic?

John F. Wasik Contributor Personal Finance I am an author, speaker and journalist specializing in investor and consumer protection. Responding to the COVID-19 crisis, Congress passed a raft of new rules in its CARES Act that impact retirement plans. Even though we’re...

How To Simplify Your Decision Making Process For Retirement Planning

How To Simplify Your Decision Making Process For Retirement Planning

John F. WasikContributo Personal Finance I am an author, speaker and journalist specializing in investor and consumer protection. It’s easy to be overwhelmed by all the decisions you need to make when you’re preparing for retirement. So, let's talk about toothpaste....