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Financial Planning, Wealth & Tax Advisory

Video: Japan’s Massive Money Experiment Is Over

On March 19, Japan ended its long economic experiment. The Bank of Japan scrapped the world’s last negative interest rate, ordering its first increase since 2007. But how will this massive shift disrupt everyday lives across the country and beyond?

Spouse as Beneficiary of Traditional IRA or Retirement Plan

Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The beneficiary (or beneficiaries) you name will receive the funds remaining in your IRA or plan after you die, so you should certainly consider your loved ones’ future needs. However, choosing the […]

Capital Gains Tax

Capital gains tax is imposed on gains realized from the sale of capital assets such as a home, an investment, or a business interest. Special maximum tax rates generally apply to long-term capital gains; these rates are typically lower than the rates that apply to ordinary income. These special maximum rates also generally apply to […]

AI may kill the one job everyone thought it would create

Prompt engineering looked like the hottest job in tech amid the generative-AI boom. People in that job write text that can produce optimal results from tools such as ChatGPT. But researchers are finding that AI can be trained to do that job, too.

One Easy Way To Boost Your 401(k) Account, Starting Now

What’s the simplest way to address retirement savings shortfalls? Keep investing in your defined contribution plans on a regular, automatic basis and always take your employer’s matching contribution. It’s 100% return on your investment.