What Is a 1031 Exchange?
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
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Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
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Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
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Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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