Five Red Flags That Raise the Odds of an Audit

By Mark Fissel
Posted on February 27th, 2020

The IRS audited about 1 million tax returns in fiscal year 2018, and nearly 75% of those examinations were conducted entirely through correspondence.1 Taxpayers selected for […]

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February 2020 Monthly Recap

By Mark Fissel
Posted on February 5th, 2020

When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time […]

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Tax Documents Calendar

By Mark Fissel
Posted on January 28th, 2020

The following is a complete list of all tax documents used for reporting throughout the year, listed in order of when they will be released […]

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How can I lower my credit card debt & improve my credit report?

By Mark Fissel
Posted on January 27th, 2020

If you find that you are struggling to pay down a credit card balance, here are some strategies that can help eliminate your credit card […]

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Closing Gaps in Your Insurance Coverage

By Mark Fissel
Posted on January 27th, 2020

Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some […]

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The SECURE Act Offers New Opportunities for Individuals and Businesses

By Mark Fissel
Posted on January 27th, 2020

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is major legislation that was passed by Congress as part of a larger spending […]

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Tips for Targeting Your Retirement Savings Goal

By Mark Fissel
Posted on January 27th, 2020

What if you’re saving as much as you can, but still feel that your retirement savings goal is out of reach? As with many of […]

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January 2020 Monthly Recap

By Mark Fissel
Posted on January 6th, 2020

The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the […]

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Key Retirement and Tax Numbers for 2020

By Mark Fissel
Posted on December 31st, 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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Hindsight Is 2020: What Will You Do Differently This Year?

By Mark Fissel
Posted on December 31st, 2019

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do […]

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