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Haven’t Filed Your Taxes Yet? Don’t Worry!
Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes!The Treasury Department and Internal Revenue Service has announced that...
Read MoreLife Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
Read MoreAmerican Rescue Plan Act of 2021 – What’s Included?
One year into the global pandemic, President Biden has signed into action a new $1.9 trillion stimulus package known as the American Rescue Plan Act. It’s designed to help the American people continue to recover from the...
Read MoreKeeping your eyes on the goal
As the struggle to control COVID-19 drags on, many of us experience periodic fatigue from distancing, negative headlines and future uncertainties. Staying disciplined when weary is difficult but crucial to short-term financial...
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Income Tax Checklist to Stay on Track
Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to share this handy checklist to help with that. You...
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Newly Announced IRS Retirement Plan Limits for 2021
Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...
Read MoreFebruary 2021: Retirement Readiness
Our newsletter this month features a few facts we think may surprise most folks when it comes to retirement, highlights some uncertainties we all face that can erode our sense of confidence, touches on common mistakes you can avoid...
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How the Internet Gamed Wall Street’s Short Sellers
You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...
Read MoreSmart Things to Do with a Year-End Bonus
If you are anticipating an annual bonus this year, it’s wise to come up with a thoughtful plan for the extra cash before it comes so you can get the most benefit from it. If you need more time to consider your options, deposit...
Read MoreQuick Facts About the New Stimulus Package
In late December, Congress passed a $900 billion stimulus package, which included $600 checks to qualifying citizens. We wanted to send along some highlights from the bill which include:Stimulus Payments. The IRS and the Treasury have...
Read MoreWhere Will Your Retirement Money Come From?
Where Will Your Retirement Money Come From? Tip: Retiring Older. During the past year, one survey found 13% of workers now plan to retire later than they previously expected. Source: Employee Benefit Research Institute, 2015 For many...
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Social Security: Five Facts You Need to Know
Social Security can be complicated and, as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind: 1. Social Security...
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