Category: Blog Posts

Keep More Money In Your Pocket By Cutting Your Spending This Year

Researchers tell us that by now, most people have already abandoned their New Year’s resolutions. If one of your resolutions was to spend less money in 2018, consider this a little nudge to “stick with it.” Sure, it’s challenging to curb spending, especially with the many financial demands most people face. But if you stick […]

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5 Common Myths and Facts about Section 529 College Savings Plans

Recent statistics indicate that the cost of a college education continues to soar. According to the College Board, the average budget for one year of education at a public university is around $25,000 (including tuition, fees, books, room and board and other living expenses). At a private college, this soars to nearly $51,000. Fortunately, Section […]

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The Retirement Savings Crisis: Buck the Trends in Retirement Savings

The sad truth is that most working-age U.S. households are nowhere near ready for retirement. According to The National Institute on Retirement Security (NIRS), the median retirement account balance for working-age American households is only $3,000. Even most Americans who are close to retiring are woefully unprepared, with a median retirement account balance of only […]

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Kids and Money: Give Your Kids the Freedom To Make Their Own Financial Decisions

It can be hard to give your kids freedom when it comes to anything, including their finances. But kids are sometimes smarter about money than we think they are. And even their most foolish spending mistakes can be valuable learning experiences. Therefore, it could be wise to loosen the leash a little and let your […]

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

In our last article, we discussed the major provisions of the Tax Cuts and Jobs Act — which was signed into law by President Trump on December 22 — that affect individuals and families. Here, we cover the major provisions that affect businesses. Lower Corporate Tax Rate The centerpiece of tax reform on the business […]

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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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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 […]

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