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“Until it’s liquid, it’s not yours”

Clink! MoreWorth’s casual correspondent, Alison Brower, learns why liquidity matters, Over Drinks with Laurie C. Kamhi, SVP, Merrill Lynch Private Banking and Investments. When I walk into a client’s office, I tell them, “I don’t care if your...

Do a Little Math for Your Biggest Refund

Everyone wants to save money on their tax bill. But nearly two-thirds of taxpayers never itemize their deductions—a move that could add up to giving the government free money. If your itemized deductions are more than the standard deduction,...

Plot Your Course with a Financial Planner

You talk a good game about hiring a financial planner. But do you know what you should discuss—or how often you should meet—with your adviser? “Women tend to think differently about money than men,” says Susan John, chair of the National...

Why AMT is Still on the Table

Want to avoid the Alternative Minimum Tax? We don’t blame you.  Alas, we Googled around, interviewed experts, and learned… there ain’t nothin’ you can do about it. The AMT is a “parallel tax” that was created in 1969 to prevent extremely wealthy...

The Elation of Saving

When I left my tax guy’s office on March 14, I tweeted that I loved him. I did—in the pure, giddy way that you love someone who tells you that you’ll be $1,500 richer in a week. The only question: What was I going to do with my refund? First, I...

Three Smart Ways to Earn More, Save More

Today’s “It’s an Emergency!” saving tip: Stop scrimping and score yourself a mini windfall. Here are a few fun ideas for a $100 savings bump this weekend: Get paid to run to the post office, organize a closet, or buy and cook groceries for an...

We Put Mobile Tax Apps to the Test

Too glued to your smartphone to sit down and do your taxes? We tried out two free tax filing apps for you: SnapTax by TurboTax No kids, real estate, or investment income? SnapTax will help you “magically” file a 1040EZ using a snapshot of your...

Rewards for Good Behavior

You save money, you spend money (wisely, natch). Now it’s time to level up—and collect some easy rewards for your smart habits. After all, we’re building wealth here.   Boost savings. SaveUp gives you credits for making smart money moves (e.g.,...

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