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What to Know About Trusts & Taxes
People often come to us curious—or confused—about the role trusts play in saving on taxes. Given how frequently this issue comes up, here...
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- 7 min
New Student Debt Relief Plan Explained
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...
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- 5 min
3 Considerations When Saving for Your Child’s (or Grandchild's) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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- 4 min
3 Considerations When Saving for Your Child’s (or Grandchild's) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
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- 8 min
7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...
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- 6 min
FAQs About Long-Term Care Insurance
Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact,...
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- 6 min
6 Ways the ARP Can Boost Your Finances—Part 2
Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer...
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- 5 min
6 Ways the ARP Can Boost Your Finances
Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer...
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- 6 min
"Black Panther" Star Dies Without a Will
On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed...
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- 5 min
The 2020 Presidential Election May Affect Your Estate—Part 2
No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of...
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- 5 min
Have You (or Your Parents) Reviewed Your Investment Portfolio Lately?
If you or your parents have a retirement account or any investment accounts for that matter, now is the time to get connected to how...
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- 3 min
4 Year-End Strategies for Tax-Savings in 2019
As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax...
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- 4 min
How Will the Impending "Great Wealth Transfer" Affect You?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous...
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- 4 min
4 Ways Wise Planning Can Protect Your Family's Assets
While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at...
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- 3 min
You Might Owe Taxes This Year
Like many taxpayers, if you’ve already filed your federal income taxes for 2018, you may be surprised to discover you’re not getting a...
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- 3 min
An Education Trust Fund is an Option to Pay for a Loved One's Education
Today’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging enough to...
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- 3 min
What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?
When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having...
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- 3 min
Review Your Insurance Policies if You're Growing Your Family
As your family size grows, there are lots to prepare for and consider. Welcoming a new family member can be a joyous occasion, and...
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- 2 min
Teaching Your Child to be Financially Savvy
Part of being an enlightened parent is being thoughtful about how you teach kids about adult life. Of course you want to prepare them to...
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- 3 min
6 IRA Benefits Missing from Your 401(k)
When it comes to retirement plans, IRAs and 401(k)s provide many of the same benefits. But in certain situations, an IRA can outperform a...
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