Top Nine Most Overlooked Tax Deductions and Credits
With taxes due next month, you may already be well on your way to completing your 2019 tax returns. Whether you’re doing your taxes on…
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How the SECURE Act Affects Retirees and Beneficiaries (and What You Can Do About It)
Last week we went over the basics of the SECURE Act’s provisions, who it will affect, and what the potential impact will be. To recap,…
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The Coronavirus and Market Uncertainty
People like to think they behave rationally at all times, but the truth is, we all allow emotions to influence our decisions. As it is…
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What the SECURE Act Means for Retirement
A recently passed spending bill could have a big impact on your retirement plans. On December 20th, 2019 the Senate passed the year-end spending bill…
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Financially Savvy Tips for Traveling to Europe
It’s the new year and you’ve decided you’re going on a vacation to Europe — you’re going to have such a wonderful time! Before you…
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Introduction to Planned Giving
Think about what matters most to you. What are you passionate about and what do you want to continue supporting even after you are no…