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The Psychology Behind Loss Aversion: Behavioral Finance and Investor Feelings

Knowing yourself is the beginning of all wisdom. -- Aristotle (384-322 BC) Aristotle understood how important it is for us to understand ourselves and

Despicable Words: Making a Budget Work for You

As a financial planner, I have the opportunity to work with folks of various socioeconomic statuses. No matter who I’m talking with, the conversation

Housing Industry 2015 Mid-Year Update

Until the recent shake-up in the stock market, the economy seemed to be moving along pretty well during the first half of 2015, including the residential

The Affordable Care Act's Impact on the Self-Employed

Under the Affordable Care Act (ACA), much of the focus has been placed on businesses and how they must comply with the various mandates within the law.

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Estate Tax Closing Letters No Longer Automatic

The Internal Revenue Service (the “IRS”) has recently changed its procedures regarding the issuance of closing letters upon the filing of a

Retirement Planning Techniques May Be Shut Down

A number of President Obama’s recent budget proposals are directed at eliminating certain retirement planning techniques. Congress for many years

IRS Issues Final Estate Tax Portability Rules

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced a new concept known as “portability” to the

How the Highway Trust Fund Bill Could Affect Your Inheritance

On July 15, the House of Representatives passed the Highway and Transportation Funding Bill of 2015, Part II (H.R. 3038) by a 312 to 119 vote. Introduced

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IRS Proposed Regulations Remove Requirement to Attach a Copy of Code Sec. 83(b) Election with the Tax Return

To assist taxpayers in e-filing of individual tax returns, the IRS has issued proposed regs[1] that eliminate the requirement that taxpayers must submit

Will Giving America a Raise Help or Hurt? The New Overtime Pay Proposal

In 1938, President Franklin Delano Roosevelt signed a bill that marked a milestone for the United States' workforce. The Fair Labor Standards Act of

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