Investments
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Wiser Wealth: With Taxes on Capital Gains Expected to Increase What Should You Do to Prepare?
With it looking likely that the government will be increasing taxes on capital gains, it has quite a few people questioning what they should do to get the most out of their investments. Would it be better to sell off those investments now rather than wait and have to pay significantly more in taxes? Some…
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Wiser Wealth: How Individual Investors and Underserved Communities Can Help Each Other
While corporations typically have more resources to help with a project, there is truth in the common adages about individuals being able to be the change they want to see. That holds true in the case of communities in need finding some of their help can come from any one person. And for individuals who…
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Wiser Wealth: Using Opportunity Zone Funds To Revitalize Distressed Communities While Minimizing Capital Gains and Estate Taxes
As proposed changes begin to come down the pipeline for how capital gains taxes and estate taxes are handled, it has many wondering what they can do to mitigate what they will be paying. As explained by Matthew Erskine of Forbes, some of the ideas being considered by the government could wind up claiming up…
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Wiser Wealth: The 6 Mistakes You’re Making that Hurt Your Social Security Plan
Just because you are in the prime of your career now doesn’t mean that you shouldn’t be thinking about what life will be like in retirement. You want to know a solid future is waiting for you, but mistakes now could hamper that. Neal Templin of the Wall Street Journal advises that according to experts,…
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Wiser Wealth: Trading Up to a Bigger House is Challenging in Current Housing Market
While many business areas have been hurt by the pandemic, that has not been the case for the housing market. In fact, it is so competitive among buyers that many properties are receiving offers exorbitantly above asking price. This has a lot of people thinking that it might be a great time to try selling…
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Wiser Wealth: How to Navigate Buying a Home in a Competitive Housing Market
If you thought more than a year living remotely would make people less inclined to search for a home, you couldn’t be more wrong. In actuality, so many people are looking for houses right now that properties are receiving far more offers than they normally would. This competitive market has home-buyers wondering, how do you…
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Wiser Wealth: When is the Right Time to Let Your Family Have Their Inheritance?
By Chris Isaac Oftentimes when people think about distribution of an inheritance, they picture the whole family assembled around a lawyer reading out a deceased person’s will. However, nothing is stopping a person from giving out their inheritance while still alive. So if that money could make a big difference for a relative now, should…
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Wiser Wealth: Protecting Your Jewelry When You Travel
By Chris Isaac Everyone wants to enjoy themselves while traveling, but it’s impossible not to be conscious of the fact that you’re more likely to lose your belongings when you’re away from home. For people who wear jewelry, this could result in losing items with a lot of financial or sentimental value. Forbes recently shared…
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Wiser Wealth: Should You Ever Invest in an Idea Nobody Else Believes In?
By Chris Isaac With how reliant we have become on technology it can be bizarre to think back to a time when the things we depend on were not yet commonplace. It can also make you look forward to the future with excitement and wonder what innovations are coming. And for investors, that speculation can…
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Wiser Wealth: Why Using Credit Repair Services Is Not a Good Idea
While it might be tempting to contact one of the many credit repair services easily found online when you need to boost your credit score, experts agree there is nothing they have to offer that you cannot do yourself, writes Martha C. White for Money.com. In some cases, they also might carry out unethical or…
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Wiser Wealth: Learn the Secrets of Investing “Like the Big Dogs” in Webinar Today
Frederick Hubler, owner and president of Phoenixville-based Creative Capital Wealth Management Group, will share investment strategies and discuss financial advice firms during two webinars hosted by MONEYSHOW’s Accredited Investors Virtual Expo. Hubler is an accomplished entrepreneur with a decades-long successful career in financial services and technology. He also serves as the president of Retainer-Based Academy,…
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Lead Investor Commits to Venture Fund from Pennsylvania Biotechnology Center of Bucks County
Daiichi Sankyo, one of the largest pharmaceutical companies in Japan, has committed to a $10 million lead investment in the Pennsylvania Biotechnology Center’s Hatch Biofund, according to the Philadelphia Business Journal. The fund was established in 2019 by the Doylestown-based Baruch S. Blumberg Institute, which manages the Pennsylvania Biotechnology Center, as a companion to the center’s incubator and bio-accelerator…
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Wiser Wealth: IRS Sets New Tax Filing Deadline, Here Is What You Need to Know About It
The Internal Revenue Service is postponing the tax filing and payment deadline for individuals from April 15 to May 17 for 2020 tax returns, writes Laura Saunders for The Wall Street Journal. This postponement applies strictly to individuals filing Forms 1040 and 1040-SR and does not affect corporate, partnership, or nonprofit tax returns deadlines. The…
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Wiser Wealth: As Pandemic Eases, Get Your Retirement Savings Back on Track
There have been a lot of financial stressors since the pandemic started, with some people even worrying how they will manage week to week. However, the long-term consequences are also weighing on people’s minds, particularly how a career slump this past year could impact retirement plans. Anne Tergesen delved into this for the Wall Street…
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Crazy About Money: Main Line Psychologist Helps People Understand Their Attitudes, Beliefs About Money
What a gift to fall into a flowering new career focus after 30 years of being a psychologist! The old truth of “follow the money” became for Dr. Baker the direct route to the discovery and development in her practice of a branch of psychology now known as financial therapy. Financial therapists help people examine…
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Wiser Wealth: With Mortgage Rates Rising Homeowners Wonder if Now is the Time to Refinance
It’s easy to get caught up in your day-to-day routine and put off making long-term decisions for another time. However, that makes it easy to get caught unprepared when your window of opportunity to make a decision suddenly starts closing. According to Julia Carpenter of the Wall Street Journal, the last year has seen a…
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Wiser Wealth: Is Bitcoin a Good Investment Right Now?
Thanks in part to Tesla CEO Elon Musk who recently announced that his company bought $1.5 billion worth of Bitcoin, the cryptocurrency has surged by over 370 percent over the past 12 months, writes Katie Brockman for The Motley Fool. While that makes it seem like an attractive investment, it is necessary to also look…
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Wiser Wealth: Resist the Post-Vaccine “Revenge-spend” Urge
As we officially reach a year since COVID really began gaining momentum in America, many experts are talking about “pandemic fatigue.” Everyone craves a return to normalcy, and with there now being three FDA-approved vaccines, it looks like there may finally be an end in sight. However, analysts worry that the long deprivation from leisure…
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