Considering donating to a cause? There's a few things you should check first.
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Tax scams are likely to increase over the next few months. Here’s how to spot one.
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April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax
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One of the advantages of running your own business from your home is that you get to be yourself all of the time. But, it is important that you don’t lose sight
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Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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For many people, life insurance forms the security foundation of their financial plan. While most financial planners recommend that life insurance be purchased
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After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest
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One of the most important tenets of investing for retirement is to diversify broadly for the best possible long-term returns in your portfolio. However, for the
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Next to the IRS, the most formidable and intimidating institutions people will face are the insurance companies and the medical care complex. Both are at the
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If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Over the past few years, municipal bonds may have fallen out of favor due to the fact that, until recently, the returns in the stock and bond markets were
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