Blog & Articles

Stressed About Your Taxes? Try These Tips

Feeling the stress as tax season approaches? You’re not alone. During this time of year, many Americans feel the crunch as April 15 gets closer. That’s especially true if you’re preparing your own return. While tax software can help, the output from those programs is…

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Will Your IRA Beneficiaries Face a Tax Bill?

If you’re like many retirees, a large portion of your assets may be held in qualified accounts like an IRA or a 401(k) plan. Qualified accounts make for attractive retirement savings vehicles because of their unique tax treatment. Your gains aren’t taxed as long as…

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Keep Your Retirement Plan on Track During A Job Change

Is a job change in your future? Are you about to start a new job? Or are you starting the job search process? If so, this is probably a hectic time for you. Amid the chaos it’s easy to overlook the impact a job switch…

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Incapacitation: A Hidden Estate Planning Risk

Many people assume that estate planning is only for challenges that arise after you pass away. To a large extent, that assumption is correct. Estate…

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A Portrait of Gen X Retirement Saving

How would you guess Gen X is faring when it comes to retirement saving? Americans born between 1965 and 1980 are approaching what should be…

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Do Our Attitudes About Money Help or Hurt Us?

Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly poor or rich on the street, we feel things and…

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