Latest Articles

A will can be a beautiful thing

CFP®, Blue Ocean Global Wealth, Marguerita M. Cheng, and CEO •
Kiplinger

Recently, Amy Krouse Rosenthal wrote an essay for The New York Times titled “You May Want to Marry My Husband.” In it, Krouse Rosenthal, who was dying of cancer, created a dating profile for her husband in the hopes that he would find new love after she was gone. Her touching tribute went viral. Hopefully,

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How long should you keep tax records?

Kimberly Lankford, Contributing Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger

It’s a good idea to keep your tax returns indefinitely. You can usually toss supporting documents three years after the filing deadline. The IRS generally has to initiate an audit by then. But there are exceptions. Some tax experts recommend holding on to your records for at least seven years.   Among the most important

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Tax Day tip: 3 smart ways to spend your tax refund

Kimberly Lankford, Contributing Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger

The average tax refund is around $3,000. If you find yourself sitting on a pile of cash courtesy of your 1040, resist the urge to treat it like play money. Instead, put the windfall to work for you. 1. Invest in your home Your refund won’t be enough to redo your kitchen or bathroom, but

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4 financial planning essentials to ease your retirement fears

Investment Adviser Representative, Global Wealth Management, and C. Grant Conness •
Kiplinger

When it comes to planning for retirement, it’s easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, what with changing regulations, ups and downs in the market, and disagreements — even among the better-known investment advisers — about the best ways to save and spend money. But

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