More Articles for Your Finances

Get tax breaks for charitable giving

Susan B. Garland, Editor, and Kiplinger's Retirement Report •
Kiplinger

Charity fund-raising reaches a fever pitch in the holiday season — and your mailbox will likely be stuffed with appeals for help. Before you open your wallet, you need to understand the complex IRS record-keeping and other rules. Also, make sure the charity is eligible to receive tax-deductible contributions. Search the IRS database of exempt

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Planning to pass on your family business

Meghan Streit, Contributing Writer, and Kiplinger’s Retirement Report •
Kiplinger

Larry Berman spent most of last winter in Palm Beach Gardens, Fla., perfecting his golf game and enjoying 85-degree days. Meanwhile, in snowy Newton, Mass., his 30-year-old insurance-adjusting business was growing steadily and was on track to add 50 new customers in 2014. Berman, 68, is in the process of handing over his business to

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5 common roadblocks that can shut down retirement success

Mountain Peak Financial Inc., Founder, president, Investment Adviser Representative, and Charles Ragonese •
Kiplinger

We think about it all the time, that last lovely chapter in the American dream. Retirement. Travel, golf, visits with the grandkids, time to do … whatever. But study after study shows that most people aren’t properly preparing to make that dream come true. According to the Economic Policy Institute, “nearly half of families have

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