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Sarah Fisher

Retirement and Investing Expert

Sarah Fisher has been researching and writing about business and finance for years. She has worked for the Consumer Financial Protection Bureau and her work has appeared on Business Insider and Yahoo Finance. Sarah has a bachelor's degree from Georgetown University and is from New York City. When she isn't writing finance articles, she dabbles in animation and graphic design.

Posts by Sarah Fisher:

by Sarah Fisher Apr 01, 2022

Utah does not have a state inheritance or estate tax. However, there is still a federal estate tax that applies to estates above a certain value. And like all states, Utah has its own unique rules and laws that apply to various aspects of the estate planning process. In this article, we break down Utah inheritance laws, including what happens if you die without a valid will. Note, though, that estate planning is a complicated process, and many people choose to work with a professional. Whether you’re planning your own estate or deciding how to invest your inheritance, it’s a good idea to find a financial advisor in your area who can help. Read more

by Sarah Fisher Feb 24, 2020

Mississippi does not have either an estate tax or an inheritance tax, but there are other things you need to know about the state’s inheritance laws, including what happens if you die without a valid will. If you want professional guidance for your estate planning, or if you’ve just inherited a substantial amount of money, it’s a good idea to work with a financial advisor. The SmartAsset advisor matching tool will pair you with capable financial advisors in your area. Read more

by Sarah Fisher Feb 12, 2020

New Mexico does not have a state inheritance or estate tax. However, inheritance laws can still get complicated if the deceased dies without a valid will. In this guide we’ll take an in-depth look at New Mexico’s inheritance laws, including taxation of estates, the probate process and inheritance situations when someone dies without a will. If you want professional assistance with your estate planning, it’s a good idea to find a financial advisor who specializes in the estate planning process. Read more

by Sarah Fisher Feb 24, 2020

Illinois levies no inheritance tax but has its own estate tax. In this article, we break down Illinois inheritance laws, including what happens if you die without a valid will and where you may stand… Read more

by Sarah Fisher Feb 28, 2022

Oregon charges its own estate tax in addition to the federal estate tax, but it doesn’t charge an inheritance tax. What follows is a guide to the state’s inheritance laws, including what happens if… Read more

by Sarah Fisher Feb 04, 2020

Maryland levies both an inheritance tax and an estate tax, in addition to the federal estate tax. Here is an overview of what you need to know about probate and how the state’s laws vary according to… Read more

by Sarah Fisher Jan 31, 2020

New Jersey no longer has an estate tax, but it still has an inheritance tax – albeit one with a number of exemptions. We break down New Jersey inheritance laws, including what happens if you die… Read more

by Sarah Fisher Jan 24, 2020

Doing your taxes isn’t easy, and not everyone can afford professional help. There are many different free options that you may be able to use. Their availability depends on your age, income, military… Read more

by Sarah Fisher Jan 22, 2020

Buying a vacation home might seem like the getaway that you’ve always dreamed of. But you should be aware of all that can go into buying and owning one. You’ll need to consider factors like whether… Read more

by Sarah Fisher Sep 15, 2021

If you have $5 million to your name, you’re already doing things really well. Getting that money to last over time is an entirely different goal, though. That requires a specific type of investment… Read more

by Sarah Fisher Jan 21, 2020

There is a wide range of investment options available to someone with $20,000 to invest, including mutual funds and individual securities. There are also good uses for money that go beyond what we… Read more

by Sarah Fisher Apr 08, 2022

Financial advisors can earn a range of certifications and designations indicating their specialty and expertise. Two popular designations are CFA (chartered financial analyst) and CIMA (certified… Read more

by Sarah Fisher Jan 08, 2020

A charitable gift annuity allows you to donate money to a non-profit, such as your alma mater. Planned giving can include charitable gift annuities. You can give back and get tax benefits. Meanwhile,… Read more

by Sarah Fisher Jan 03, 2020

Whole life insurance covers you for the rest of your life, but universal life insurance offers much more flexibility. They are both types of permanent life insurance, which means they have a cash… Read more

by Sarah Fisher Dec 31, 2019

American stocks trade primarily on the New York Stock Exchange and NASDAQ. The NASDAQ has a reputation as a more high-tech exchange. Meanwhile, the New York Stock Exchange, or NYSE, has a stodgier,… Read more

by Sarah Fisher Dec 31, 2019

Not all retail investors have the time or inclination to manage their own portfolio of stocks and bonds. In addition, paying a professional to assess their needs and guide them as they buy and sell… Read more

by Sarah Fisher Jan 15, 2020

Governments often influence the economy through fiscal and monetary policy. A central bank, such as the Federal Reserve in the United States, typically sets monetary policy. National governments,… Read more

by Sarah Fisher Jun 30, 2020

The Securities & Exchange Commission (SEC) regulates much of the U.S. financial industry. This guide goes over the most prominent rules that the SEC enforces. Many of these regulations are focused on… Read more

by Sarah Fisher Dec 23, 2019

Taxes can have a major impact on your financial and investing plans. Planning ahead for these costs can make your financial plan much more tax efficient. While many people only think about taxes when… Read more

by Sarah Fisher Dec 17, 2019

Uniform Probate Code ideally standardizes the various state laws relating to wills and trusts. It also ideally simplifies the probate process. However, only a handful of states have use it.  Probate… Read more

by Sarah Fisher Dec 15, 2019

Before it was retired in 2018, the Series 62 license was one of the most common certifications among financial professionals, allowing them to become registered representatives authorized to trade… Read more

by Sarah Fisher Dec 13, 2019

The College for Financial Planning is a degree-granting institution that has various financial certification programs available for students. It provides graduate degree, non-degree and continuing… Read more

by Sarah Fisher Dec 09, 2019

Passing the Series 86 exam — also known as the Research Analyst Qualification exam — is necessary for anyone who wants to work as research analyst for a broker-dealer member of the Financial Industry… Read more

by Sarah Fisher Dec 08, 2019

Tax professionals designated as accredited tax preparers (ATP) can help ensure an individual’s returns are up to the standards of the IRS. By passing an exam, the national ATP credential demonstrates… Read more

by Sarah Fisher Jan 21, 2020

A Series 52 certification lets professionals trade municipal securities. Also known as the Municipal Securities Representative Qualification Examination, it’s one of the first steps toward a career… Read more