Ukraine and Market Volatility
What is unfolding in Ukraine is extremely troubling. As Russia presses its military advantage, it...
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Category: Government
Monthly Market Insights | March 2022
US MARKETS Escalating tensions in Eastern Europe upended markets in February, sending...
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Estate Tax Changes May Be Coming with the New Year
To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering...
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Could Inflation Affect Your Retirement Plans?
Retirees are often aware of the detrimental effects of inflation on their retirement savings. As...
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Biden’s American Jobs Plan Fact Sheet. Could You Be Impacted?
On March 31, the Biden administration announced their proposal for a $2.2 trillion infrastructure...
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A Federal Wealth Tax Has Been Introduced in the Senate.
Here’s what affluent families need to know. Several U.S. senators have proposed new...
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13 Ways to Keep Your Finances Secure Online
Since the global pandemic hit in early 2020, more and more facets of society have moved online....
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February 2021 Economic Predictions
It can be easy to overlook the nation’s solid economic fundamentals when the financial media...
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Will Your Family Be Alright When You’re Gone? Estate Planning 101
For most of you, there is nothing more important in your lives than family. They are often the...
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How to Make the Tax Code Work for You
By April 19, 2019, 137 million taxpayers had dutifully filed their federal income tax returns....
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The Best Retirement Tax Workaround
As Bill Archer once said, “we must care for each other more and tax each other less.” Nothing is...
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The 2020 Presidential Election and Your Taxes
With the election results pending this week, you may be wondering how the results will effect your...
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