Articles

Ten Year-End Tax Tips for 2018

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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Doing Well by Doing Good: Gifting Strategies

When reviewing your annual income tax planning or developing your estate plan, you can do well by doing good.  Making annual charitable contributions or leaving money to charity rewards you in

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Marriage and Money: Taking a Team Approach to Retirement

Now that it's fairly common for families to have two wage earners, many husbands and wives are accumulating assets in separate employer-sponsored retirement accounts. In 2018, the maximum employee

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Mid-Year Planning: Tax Changes to Factor In

The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses. Many of the provisions in the legislation are

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Women and Money: Taking Control of Your Finances

As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or

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Money Minute: Can You Afford to Retire? Check out These Four Considerations Before Making Your Decision

If you're considering retirement within the next five years or so, you're in the retirement "zone." This is a critical time period during which you'll be faced with a number of important choices,

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How Does Working Affect Social Security Retirement Benefits?

If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement benefits while you're still

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College Saving: How Does a 529 Plan Compare to a Roth IRA?

529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for

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Money minute: Active vs Passive Investing

Passive investing, also known as index investing, has become a popular strategy among individual and institutional investors alike. If you are not familiar, indexing is an investment approach

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Money Minute: Women's Financial Health Check Up in Your Fifties

When we reach our 50s, we are approaching the final stretch of retirement preparation and need to get serious with our plans. Statistically, women will live longer and experience higher healthcare

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