There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
Social Security benefits have been subject to federal income taxes since 1983. Know the rules.
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9 Facts About Social Security
The Week on Wall Street Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard...
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September 21, 2020 - Tech Sector Slip Continues
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
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How to Make the Tax Code Work for You
Have you heard these three common misconceptions about #SocialSecurity?
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Don't Buy The Hype
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
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Insurance Needs Assessment: When You're Newly Married
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
How are your tax dollars spent?
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What Do Your Taxes Pay For?
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
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What is the Value of Your Business?
When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.
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A Fruitful Retirement: Social Security Benefit
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Building a personal #legacy may be the highest order of altruism. It can begin with four simple steps.
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Building Your Legacy
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
A home is the single largest financial commitment for most people. What mortgage fits you best?
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Choosing a Mortgage
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
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Monthly Market Insights | January 2021
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:
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Questions to Ask About Medicare
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
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Estate Management 101
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
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Social Media: #NewestBusinessLiabilityRisk
Don't Forget! Valentine's Day is this Sunday. Here is your reminder to grab your loved one a card and some sweet treats!
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
There are benefits and limitations when using a living trust. #LivingTrust
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A Living Trust Primer
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Secrets of the Temple: How the Federal Reserve works. #FederalReserve
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How the Federal Reserve Works
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
