Women Face Challenges in a Post-Pandemic World

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Posted on September 29th, 2021

The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]

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Proposed Tax Legislation

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Posted on September 29th, 2021

The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]

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Company Stock and Your Retirement Strategy

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Posted on August 24th, 2021

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]

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Don’t Let Debt Derail Your Retirement

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Posted on July 7th, 2021

Debt poses a growing threat to the financial security of many Americans — and not just college graduates with exorbitant student loans. Recent studies by […]

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New Legislation to Increase Retirement Saving

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Posted on June 7th, 2021

Retirement saving continues to be a pressing issue for most Americans, as many reach retirement age with little to no savings. The SECURE Act, which […]

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How Well Do You Understand Retirement Plan Rules?

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Posted on April 30th, 2021

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see […]

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Key Retirement and Tax Numbers for 2021

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Posted on February 2nd, 2021

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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Congress Approves New Round of PPP Loans

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Posted on December 30th, 2020

The latest stimulus bill will provide $284 billion in forgivable Paycheck Protection Program (PPP) loans for small businesses. Hard hit businesses can apply for a […]

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After Biden Win, How Should You Plan With Taxes In Mind?

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Posted on October 31st, 2020

Although President-elect Joe Biden has not yet officially been sworn into office, it’s not too early to start thinking about changes ahead. Joe Biden’s Tax […]

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Why You May Want to Consider a Roth Conversion Now

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Posted on October 1st, 2020

Tax policy will play a big role in the election.  The current tax rates are due to sunset after 2025.  That means for most taxpayers, […]

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