Family Leave Tax Credit

By Mark Fissel
Posted on May 1st, 2018

A new federal tax credit for employers was created by the Tax Cuts and Jobs Act of 2017. Employers that offer employees up to 12 […]

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What are the gift and estate tax rules after tax reform?

By Mark Fissel
Posted on April 24th, 2018

The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18 […]

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The College Landscape After Tax Reform

By Mark Fissel
Posted on April 24th, 2018

College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the […]

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Quiz: Can You Answer These Social Security Benefit Questions?

By Mark Fissel
Posted on April 24th, 2018

Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? […]

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Dividend Investing: Small Payments Can Boost Returns

By Mark Fissel
Posted on April 24th, 2018

Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) […]

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April 2018 Monthly Recap

By jporter
Posted on April 6th, 2018

Tax Filing Deadline The deadline to file and pay any taxes due is Tuesday, April 17, 2018. The filing tax deadline is later this year […]

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Tips for Creating a Budget and Paying Off Credit Card Debt

By Mark Fissel
Posted on April 3rd, 2018

Creating a Budget It’s a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your […]

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Should You Consider a Wellness Program for Employees?

By Mark Fissel
Posted on April 3rd, 2018

Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may […]

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The Standard and Itemized Deductions After Tax Reform

By Mark Fissel
Posted on April 2nd, 2018

The Tax Cut and Jobs Act substantially increased the standard deduction amounts for 2018 to 2025. It also eliminated or restricted many itemized deductions for […]

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Four Points to Consider With Retirement Income Goals

By Mark Fissel
Posted on March 30th, 2018

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four […]

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