Year-End 2023 Tax Tips

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Posted 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 […]

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College Forecast: Skepticism Toward Higher Education Rises

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Posted 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 […]

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Q3 2023 Market Review

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Posted on October 12th, 2023

The first half of 2023 saw global stocks strong returns buoyed with hopes of a soft landing and supported by a seemingly sustained trend of […]

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New Life for Your Old Insurance Policy

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Posted 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 […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

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Posted 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 […]

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Q2 2023 Market Review

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Posted on August 1st, 2023

The reversals from 2022 continued into 2023 (thankfully!); with 2022’s worst performing sector, growth stocks; becoming this year’s best performing sector (+28% for the year […]

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Home Energy Tax Credits

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Posted 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 […]

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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option

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Posted 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 […]

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TD Ameritrade Transition to Schwab: Important Details

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Posted on June 29th, 2023

The long-awaited transition to Schwab is on the horizon.  The Charles Schwab Corporation acquired TD Ameritrade in 2019.  Since that time, TD Ameritrade has been working […]

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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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