Monthly Archives: December 2017

Year-end Tax Planning: Moves to Make Before Year-End

As you’re probably aware, legislators in Washington are in the process of trying to pass a major tax reform bill. Given the current uncertainty about tax reform, you might think there’s not much you can do right now to lower your 2017 tax bill. Think again. Regardless of what kind of tax reform legislation (if […]

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The Tax Cuts and Jobs Act: How Tax Reform Could Affect Your Family

The Tax Cuts and Jobs Act that passed Congress on December 20 is the biggest change to our nation’s tax code in more than 30 years. This tax reform legislation will have an impact on almost every individual, family and business in the U.S. According to the Tax Policy Center, 90 percent of middle-class Americans […]

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Make Note of These Cost-of-Living Adjustments for 2018

Each year, the IRS makes cost-of-living adjustments (or COLAs) to dollar limitations that apply to qualified retirement accounts and Social Security. With the new year right around the corner, now is a good time to review these adjustments for 2018 and assess their potential impact on your financial plans. COLAs Affecting Retirement Accounts If you […]

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5 Steps to Take After a Layoff

Getting laid off from a job can be one of the most difficult and stressful things an individual might have to endure in his or her life. Not only does a layoff often cause financial strain and uncertainty, but it can also lead to self-doubt and even depression. After getting the news of a layoff, […]

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