Author Archives: Lou Trivisonno

How Can I Safely Shop Online This Holiday Season?

Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However, with this convenience comes the danger of having your personal and financial information stolen by computer hackers.

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When Should I Submit College Financial Aid Forms?

If you have a new or returning college student, it’s a good idea to file the FAFSA as early as possible in the fall because some aid programs operate on a first-come, first-served basis.

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Going Public: An IPO’s Market Debut May Not Live Up to the Hype

Initial public offerings tend to reflect broader economic and market trends. And not surprisingly, 2017 was the busiest year for the global IPO market since 2007.

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Can I Convert My Traditional IRA to a Roth IRA in 2018?

If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be “cheaper” than in past years.

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Quiz: Can You Answer These Social Security Benefit Questions?

Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more.

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Will a Government Pension Reduce My Social Security Benefits?

If you earned a government pension from a job not subject to Social Security tax withholding (“noncovered employment”) and are also eligible for Social Security benefits through a job where Social Security taxes were withheld, two provisions might reduce your benefits.

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How Does Working Affect Social Security Retirement Benefits?

Thinking about working as long as possible to increase your retirement savings? Depending on your age, earnings from work may affect the amount of your Social Security benefit.

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Tax Reform Expands Section 529 Deductions for Education to Include K-12 Costs

Until now, 529 distributions were tax-free only for college expenses. The enactment of the Tax Cuts and Jobs Act in December expands the tax-free withdrawals for K-12 private school and home schooling costs.

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6 Social Security Changes for 2018 – What You Need to Know

If you or a loved one collects Social Security, you should be aware of six important changes to the program for 2018.

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How Can I Protect Myself from Digital Deception?

Imagine you get an enticing text message claiming that you’ve won a free vacation to the destination of your choice — all you have to do is click on the link you were sent. Clicking on the link causes you to play right into the hands of a cybercriminal seeking your sensitive information.

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