Personal Finance

Can CPAs Or Wealth Adviser Help You?

CTA and Estate Plans and Trusts The Corporate Transparency Act (“CTA”) is a mandate that requires most smaller closely held business entities to file a

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Today's 15- and 30-year mortgage rates hold at lowest level in over a year | August 13, 2024

Our goal here at Credible Operations, Inc., NMLS Number 1681276, referred to as "Credible" below, is to give you the

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Discover The Best Type Of Trust To Protect Your Wealth And Support Your Heirs

Many estate owners are concerned about what will happen to the wealth in the next generation and the effects the

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Today's mortgage interest rates fall for 30-year terms while 15-year terms remain unchanged | August 14, 2024

Our goal here at Credible Operations, Inc., NMLS Number 1681276, referred to as "Credible" below, is to give you the

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Why You Shouldn’t Burden Your Heirs With An Inherited Traditional IRA

Many American retirees are making significant mistakes with their traditional IRAs by planning to leave the accounts to their children

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Mortgage rates tick up but remain at one-year lows

Mortgage rates moved up a bit this week but are still at the lowest point they have been in more

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How To Recover From A Work Mistake

By Kelly K. James, Next Avenue During an interdepartmental Zoom meeting, a vice president asked for feedback about a video

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Refinancing demand surges on mortgage rates dropping

Mortgage rates are still uncomfortably high for many would-be homebuyers and sellers, but recent declines have contributed to a significant

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Preretirement Helps People Leave Their Career And Still Keep Working

By Elana Rabinowitz, Next Avenue "We call it pretirement," a woman said while gushing about her new life in the

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Mortgage rates edge lower

Mortgage rates dipped a bit this week, still holding steady around the mid-6% range while demand remains weak in the

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The US added 818,000 fewer jobs this year than originally estimated

The U.S. Bureau of Labor Statistics just reported that the U.S. added 818,000 fewer jobs over the last 12 months

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What A President Harris Would Mean For Seniors

Democratic presidential nominee Kamala Harris is working hard to win the support of older voters, but what would she do

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3 Strategies For Using Roth IRAs And Roth 401ks In Retirement

A smart use of any retirement savings you’ve set aside in Roth IRAs and/or Roth 401k accounts can help you

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Today's mortgage rates unchanged for 30-year terms while 15-year terms edge up | July 18, 2024

Our goal here at Credible Operations, Inc., NMLS Number 1681276, referred to as "Credible" below, is to give you the

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IRS Issues Guidance On Retirement Plan Matches Based On Student Loan Payments

The IRS has issued interim guidance for a new opportunity for taxpayers created under SECURE 2.0 that allows employers to

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Selling a house costs an average of $54,000 – Here's how you can control costs

Between commission fees and moving costs, home sellers said they spent more than expected to secure a home sale this

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Student loan handouts having little to no impact on borrowers' financial struggles: Report

Student loan forgiveness hasn't helped a swath of borrowers who say they're still in a tight spot financially, according to

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Vulnerable Aging Parents And Greedy Offspring: Be On The Lookout

It is not a rare thing that as wealthy aging parents decline, some relatives seem to come out of the

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Mortgage rates fall to 6.77%

Mortgage rates fell again this week but remain uncomfortably high for many would-be buyers. Freddie Mac's latest Primary Mortgage Market

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