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Reviewing Your Estate Plan
By Mark FisselPosted on December 1st, 2023
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]
Learn MoreYear-End 2023 Tax Tips
By Mark FisselPosted on December 1st, 2023
Here are some things to consider as you weigh potential tax moves before the end of the year. Set Aside Time to Plan Effective planning […]
Learn MoreCollege Forecast: Skepticism Toward Higher Education Rises
By Mark FisselPosted on October 31st, 2023
A notable shift in public opinion over the past decade about the value of a college degree may portend a reckoning for the higher education […]
Learn MoreNew Life for Your Old Insurance Policy
By Mark FisselPosted on September 29th, 2023
Life insurance can serve many valuable purposes. However, later in life — when your children have grown, you’ve retired, or you’ve paid off your mortgage […]
Learn MoreComing in 2024: New 529 Plan-to-Roth IRA Rollover Option
By Mark FisselPosted on September 29th, 2023
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]
Learn MoreHome Energy Tax Credits
By Mark FisselPosted on July 31st, 2023
A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy […]
Learn MoreComing in 2024: New 529 Plan-to-Roth IRA Rollover Option
By Mark FisselPosted on July 31st, 2023
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect […]
Learn MoreAs Your Parents Age, Help Them Protect Their Finances
By Mark FisselPosted 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 […]
Learn MoreSECURE 2.0 Act Expands Early Withdrawal Exceptions
By Mark FisselPosted 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 […]
Learn MoreMunicipal Bonds: A Tax-Advantaged Way to Put Capital to Work
By Mark FisselPosted 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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