Wealth Advice & Estate Planning
Spot wash-sale rule conflicts
With the stock market seemingly engaged in an endless cycle of ups and downs, you may be tempted to try to capture an occasional tax loss in your investment portfolio. The tax advantage of selling securities at a loss may offer a bit of a silver lining in an otherwise dark cloud on your investment horizon. But, be careful that you don't run afoul of the tax law's wash sale rules. (2/15/2010)
Credit card rules begin soon
If you have a credit card, you now have a bill of rights.
Many rules that apply to credit cards change under the Credit Card Accountability Responsibility Disclosure Act of 2009, also called the Credit Cardholders’ Bill of Rights. Most provisions take effect in late February 2010. (2/2/2010)
Plan carefully for care communities
Care facilities generally require incoming residents to pay an entrance fee as well as monthly fees. Usually financial screening is required to show that the prospective resident will have sufficient funds to sustain them for their expected lifetime.
(1/18/2010)
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