ESG Investing Is On the Rise: What it Looks Like in 2022
Risk and ROI are always going to drive investment decisions. But more and more, people are considering the social and environmental impact of their investment dollars. Environmental, social and governance investing is something that […]
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Top Reasons Why You Might Need to File a Tax Extension
After the IRS postponed the deadline to file taxes in both 2020 and 2021, things have returned to pre-pandemic normalcy this year. Tax Day 2022 is April 18th in most states, or April 19th […]
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5 Business Accounting Tips to Make 2022 Accounting Easier
2020 and 2021 brought unprecedented challenges that forced businesses to do things differently than they’d been done before. What will the rest of 2022 bring? Who knows?—but as long as your business’s foundation is […]
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The Impact of Aging Parents on Your Retirement Planning
Comprehensive estate planning and retirement planning can help you plan for any number of possibilities in your own life. But what if your aging parents didn’t make those plans, and don’t have the resources […]
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Social Security and Marital Status: How it Affects Benefits
Whether you’re currently married, divorced or widowed, your marital status may affect your Social Security planning in several ways. Marriage doesn’t change the amount of the retirement benefits you’ve earned; your benefit is based […]
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What is My Full Retirement Age for Social Security Benefits?
Full retirement age doesn’t necessarily have anything to do with when you stop working. Many people retire long before reaching their FRA, or continue working long after. Your full retirement age (sometimes called the […]
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How Are Someone’s Social Security Benefits Determined?
Can you count on at least $3,000 a month, or should you be planning on a monthly retirement benefit that’s closer to $2,000? What about your spouse’s benefit? It’s hard to do any meaningful […]
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New Retirement Plan Distribution Rules as of January 1st
The start of a new calendar year always brings changes to the tax code. This year, new retirement plan distribution rules took effect on January 1st that may affect owners of traditional IRAs and/or […]
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Tax Planning for Retirement: Topics for Your Next Tax Meeting
As we move into tax season and everyone starts scheduling their annual sit-down with their advisors, tax planning for retirement needs to be part of the conversation. That’s true even for workers who are […]
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While Estate Planning, Don’t Forget About Insurance Planning
A well-crafted estate plan helps you prepare for any number of possibilities—just like insurance does. In addition to having conversations around things like health care proxies and distributing property, individuals should be talking to […]
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