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Ask an Advisor: What Is the Inheritance Tax?

What is the inheritance tax? Receiving an inheritance usually comes with paying an inheritance tax, depending on where you live or where the deceased lived. An inheritance tax is a state tax (or county tax, in one case) imposed on beneficiaries...

10 Habits of High Net-Worth Women

As a financial advisor, I have occasionally found myself feeling envious of certain clients. Not because of their wealth — but because they were disciplined and determined enough to do all the right things that enabled them to accumulate their...

What Lifestyle Can You Afford on $50,000?

Median household income in the United States has hovered just over $50,000 for the past few years, according to research from the U.S. Census Bureau. But $50,000 a year may translate into a completely different lifestyle in Oklahoma City than it...

6 Tax Tips For the Divorced

Statistically speaking, about half of marriages in the US end in divorce. This means that it's a reality that many people face. You have to deal with a lot during a divorce, not to mention more complicated paperwork during tax time. Read these...

What to Look for in the Fine Print

From apartment leases to employment agreements -- here’s what you need to read.

8 Ways Your Upbringing Can Affect Your Money Habits

Whether we realize it or not, how we were raised has a tremendous impact on how we make decisions as adults. Sometimes the results are positive, certainly. But other times the results are detrimental to our well-being, especially when it comes to...

What Is My Tax Bracket?

What is my tax bracket? Your tax bracket determines the rate at which your income is taxed. How much of your income is taxed depends on your state of residence and filing status, which may be as single, married filing jointly (or qualifying...

How the Government Shutdown Affected Me

This government shutdown may have lasted just 16 days, but the effects will be felt much longer. Economists estimate the cost of Congress’s gridlock — over funding government obligations as well as basic services — has already run well into the...

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