As Your Parents Age, Help Them Protect Their Finances

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Posted on May 31st, 2023

It’s heartbreaking to hear stories of people losing money (even their life savings) as a result of fraud or financial exploitation, especially if they are […]

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SECURE 2.0 Act Expands Early Withdrawal Exceptions

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Posted on May 31st, 2023

Tax-advantaged retirement accounts such as 401(k) plans and IRAs are intended to promote long-term retirement savings and thus offer preferential tax treatment in return for […]

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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

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Posted on April 27th, 2023

Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and […]

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How Taxes Impact Your Retirement-Income Strategy

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Posted on April 27th, 2023

Retirees face several unique challenges when managing their income, particularly when it comes to taxes. From understanding how taxes relate to Social Security and Medicare […]

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Reasons to Roll

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Posted on April 27th, 2023

When you leave your job or retire, you have an opportunity to manage your funds in an employer-sponsored retirement plan such as a 401(k), 403(b), […]

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Keep an Eye Out for IRS-Related Scams

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Posted on April 17th, 2023

The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to […]

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How Much Should a Family Borrow for College?

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Posted on April 3rd, 2023

There is no magic formula to determine how much you or your child should borrow for college. But how much is too much? Starting Salary […]

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Due Date Approaches for 2022 Federal Income Tax Returns

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Posted on March 30th, 2023

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]

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Business Owners Should Prepare for Stronger Tax Enforcement

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Posted on February 27th, 2023

The Inflation Reduction Act of 2022 is providing the IRS with an influx of about $80 billion to modernize outdated technology and rebuild a depleted […]

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Time for a Spring Cleanup: Organizing Your Financial Records

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Posted on February 27th, 2023

The arrival of spring is always a good time to dust off the cobwebs that have built up in your home during the winter. It’s […]

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