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Tax Articles
December 5, 2023

College Funding Options

You can plan to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative…
Tax Articles
December 5, 2023

Should You Consider Refinancing Your Mortgage

Should You Consider Refinancing Your Mortgage? Market sees histo purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are…
Tax Articles
December 5, 2023

Before You Claim Social Security

A few things you may want to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and…
Tax Articles
December 5, 2023

Little-Known Homeowners Insurance Facts

You may be surprised to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and not illustrative…
Tax Articles
December 5, 2023

Facts About Medicare Open Enrollment

How much do you know about the different coverage options? Medicare’s open enrollment period runs from Octo purchase or sell any investment or insurance product or service, and should not be…
Tax Articles
December 5, 2023

Year-End Estate Strategies

Year-End Estate Strategies What you need to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are…
Tax Articles
December 5, 2023

Election 2020

Wall Street reacts to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative…
Tax Articles
December 5, 2023

How Medigap Choices Have Changed

What you need tober 13, 2020
Tax Articles
December 5, 2023

2021 Limits for IRAs, 401(k)s and More

Numbers Tober 26, 2020
Tax Articles
December 5, 2023

Bad Money Habits to Break

Money Behaviors Worth Changing. Do Bad Money Habits Constrain Your Financial Progress? Many people fall into purchase or sell any investment or insurance product or service, and should not be relied…
Tax Articles
December 5, 2023

Will Updated I.R.S. Tables Create an Opportunity for Retirees?

Life Expectancy Table Updated For The First Time Since 2002. If you are retired and have reached your seventies, you may have the opportunity to purchase or sell any investment…
Tax Articles
December 5, 2023

How and When to Sign Up for Medicare

Breaking down the enrollment periods and eligibility. Medicare Enrollment Is Autober 1, 2020
Tax Articles
December 5, 2023

Economic Lessons from Used-Car Inflation

Economic Lessons from Used-Car Inflation Various Facto Purchase Or Sell Any Investment Or Insurance Product Or Service, And Should Not Be Relied Upon As Such. All Indices Are Unmanaged And…
Tax Articles
December 5, 2023

The Expanded Child Tax Credit

The Federal Government Has Upgraded Its Child Tax Credit. Thanks to future tax years. If you have any questions, please reach out. We may have some resources that can help answer…
Tax Articles
December 5, 2023

Explaining the Basis of Inherited Real Estate

What Is Cost Basis? Stepped-Up Basis? How Does The Home Sale Tax Exclusion Work? At Some Point In Our Lives, We May Inherit A Home Or Another Form Of Real…
Tax Articles
December 5, 2023

Interest Rates and Your Mortgage

Mortgage Best Practices: What You Need To Purchase Or Sell Any Investment Or Insurance Product Or Service, And Should Not Be Relied Upon As Such. All Indices Are Unmanaged And…
Tax Articles
December 5, 2023

What Are Catch-Up Contributions Really Worth?

What Degree Of Difference Could They Make For You In Retirement? At A Certain Age, You Are Allowed Tory/You-Can-Make-A-Lot-Of-Money-With-Retirement-Account-Catch-Up-Contributions-2016-03-21
Tax Articles
December 5, 2023

The Underutilized Benefits of a Health Savings Account

Tax Benefits And New Contribution Limits. Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to purchase or sell any investment or…