The SECURE Act changed more than just retirement accounts; it also may affect students and families. Learn more now.
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Lesser Known Provisions of the SECURE Act
If you don’t have an #estatestrategy, here’s some reasons why you should.
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Why Everyone Needs an Estate Strategy
Earnings season can move markets. Find out why.
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Earnings for All Seasons
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
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
Do you know the risk factors that can lead to cognitive decline? #dementia #alzheimersdisease
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Avoiding Cognitive Decline
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
[Video] How familiar are you with the Federal Reserve? Here’s a quick history. #fed #federalreserve #fedpolicy
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The Fed and How It Got That Way
Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more. #BuyLowSellHigh
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The Cycle of Investing
Does it make more sense to push back #retirement, or not to retire at all?
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Should You Ever Retire?
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
Considering crowdfunding? Take time to do the research first. #Crowdfunding
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Crowdfunding—Capital for the 21st Century
How do you find care for your special-needs child?
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Tips for Finding Care for Your Disabled Child
In October, stock prices felt increased pressure due to inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases.
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Monthly Market Insights | November 2020
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
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What Do Your Taxes Pay For?
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
When was the last time you paid yourself first?
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Pay Yourself First
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
TRIUMPHCAPITALMANAGEMENT.COM
Critical Estate Documents
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
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18 Years’ Worth of Days
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
Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Inventorying Your Possessions
Social host laws may make you responsible for underage drinking in your home, even if you are away.
TRIUMPHCAPITALMANAGEMENT.COM
Teen Drinking and Your Liability
