Publications

DOL Fiduciary Rule on the Chopping Block

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Fiduciary advocates are urging the incoming Trump administration to spare the Labor Department’s fiduciary rule, as government lawyers press a Washington judge not to put on hold his recent ruling that upheld the merits of the regulations. As speculation intensifies that the fiduciary rule could be on the chopping block or significantly curtailed under President Donald Trump and a …

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Tax Credits and Deductions for College

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College students and their parents need all the help they can get to pay for college. Here are four college-related federal tax benefits that might help put a few more dollars back in your pocket when you file your 2016 tax return. American Opportunity credit The American Opportunity Tax Credit is worth up to $2,500 …

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The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

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The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations. 1. Choose your charities wisely Choosing worthy organizations that support the causes …

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Playing Catch-Up with Your 401(k) or IRA

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A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no retirement savings at all, and of those who did have savings, 42% had saved less than $100,000.1 Your own savings may be on more solid ground, …

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November 2016 Monthly Recap

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Honoring Our Veterans Veterans Day first became a federal holiday in 1938. It was known then as Armistice Day, which celebrated the end of the World War I, the “Great War”. After World War II and the Korean War, the holiday was changed to Veterans Day in the United States to honor all military veterans. …

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