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Category: MoneySmart

The Aging Population
[ 0 ] May 1, 2013

The Aging Population

How LGBTs folks can prepare for living longer.

Staying on Top of the Fiscal Cliff
[ 0 ] April 1, 2013

Staying on Top of the Fiscal Cliff

How to maximize your investments, even if your paycheck is smaller

Grace S. Yung
[ 0 ] March 1, 2013

Finding the Funds…

…to make your IRA contribution. Today, with every dollar that is earned seemingly already spoken for, it may be difficult to find the funds for your IRA. Yet investing in tax-advantaged accounts may have even more benefits than ever.

Grace S. Yung
[ 0 ] February 1, 2013

Have You Made Your 2012 IRA Contribution Yet?

There is still time!

Grace S. Yung
[ 0 ] January 1, 2013

What’s Different for 2013?

Considerations for Texas and your future investments.

Grace S. Yung
[ 0 ] December 1, 2012

LGBT Partners…

Working around the denial of your government benefits.

Grace S. Yung
[ 0 ] November 1, 2012

Future Tax Rules Can Further Penalize LGBT Investors

Currently, unless Congress does something to avert what is referred to as “the fiscal cliff,” many upper-income U.S. households will be facing an average tax increase of nearly $3,500 in 2013.

Grace S. Yung
[ 0 ] October 1, 2012

Money Smart — Protecting your Wallet and your Heart

The reality is that many relationships do end—and if that happens, it is in both partners’ best interest to have their financial bases covered so as not to turn emotional issues into major financial hardships as well.

MoneySmart—Domestic Partner Tax Deductions in Home Ownership
[ 0 ] September 1, 2012

MoneySmart—Domestic Partner Tax Deductions in Home Ownership

With today’s historically low interest rates, it’s certainly a great time to either purchase or refinance a home. Because domestic partners must file separate tax returns, it is possible that a couple could actually deduct mortgage interest on up to four different residences.

MoneySmart — Dying Intestate
[ 0 ] August 1, 2012

MoneySmart — Dying Intestate

Could you be leaving the state in charge of distributing your assets?

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