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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading decisions, and allows us to…
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Financial Planning Corner: Updated Tax Benefits of Charitable Giving
Read more: Financial Planning Corner: Updated Tax Benefits of Charitable GivingBeginning in 2026, several tax-law changes stemming from the passage of the One Big Beautiful Bill…
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Financial Planning Corner: Year-End Tax Planning Is a Must
Read more: Financial Planning Corner: Year-End Tax Planning Is a MustWith several provisions of the One Big Beautiful Bill Act (OBBBA) retroactively taking effect for 2025,…
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Big Tax Changes Are Here: The One Big Beautiful Bill Act (OBBBA)
Read more: Big Tax Changes Are Here: The One Big Beautiful Bill Act (OBBBA)The One Big Beautiful Bill Act (OBBBA), signed into law on July 4th, 2025, made permanent…
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Financial Planning Corner: Do NOT Forget Your Spouse
Read more: Financial Planning Corner: Do NOT Forget Your SpouseIf you frequently read finance-related articles, you have probably heard about “The Great Wealth Transfer.” The…
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Financial Planning Corner: Planning for Uncertainty
Read more: Financial Planning Corner: Planning for UncertaintyUncertainty has been a consistent theme during the first quarter of 2025. The current economic environment…
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Financial Planning Corner: Planning Never Stops
Read more: Financial Planning Corner: Planning Never StopsWe regularly discuss the importance of a comprehensive Financial Plan with clients and prospective clients. No…
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Financial Planning Corner: Medicare Coverage Changes
Read more: Financial Planning Corner: Medicare Coverage ChangesThe annual enrollment period for those currently covered by Medicare begins October 15th and runs through December…
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Financial Planning Corner: What Can You Do About Your Insurance?
Read more: Financial Planning Corner: What Can You Do About Your Insurance?Inflation over the last few years has had a significant impact on those whose income has…
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Financial Planning Corner: What is Going on with Social Security?
Read more: Financial Planning Corner: What is Going on with Social Security?Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security…
