The inheritance planning landscape has been significantly complicated by recent political and tax law uncertainties. High-net-worth individuals are facing the pressing question of whether now is the right time to transfer their wealth to heirs. With the impending expiration of the Tax Cuts and Jobs
The retirement prospects of Generation X, those aged 44 to 59, have become a pressing issue as numerous members of this cohort express concerns about their financial preparations for retirement. According to a recent survey by Fidelity Investments, 45% of Gen Xers feel uncertain about their ability
It’s a common conundrum for start-ups and small and medium enterprises (SMEs) — they are generating revenue but struggle to access the capital needed for growth due to limited or new business credit history. Despite having a great product and vision, these businesses find themselves at a
Priya Jaiswal is a recognized authority in Banking, Business and Finance, with extensive expertise in market analysis, portfolio management, and international business trends. In this interview, we will discuss a range of topics including the basics of banking, the advantages of bank accounts, how
When managing personal finances, many individuals often focus solely on their income, expenses, and credit scores. However, one critical financial metric is frequently overlooked: net worth. Tracking and understanding net worth can provide deep insights into one's financial health, offering a
Missing tax returns can be a terrifying predicament for any taxpayer, and when the error stems from a trusted tax preparer, the frustration is manifold. A Reddit user's real-life experience highlights this concern, where their daughter's tax returns for two consecutive years were misplaced. This