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See below for a few simple tips that you can apply to align all your financial decisions with your most deeply held values and life goals to help you live the best life possible. 

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A Great Planning Tool: Health Savings Accounts

Father and Children

How the Revised Child Tax Credit Will Impact Your 2021 Tax Return

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Managing Your Healthcare Costs in Retirement

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Tax Implications of the American Jobs Plan

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The American Rescue Plan Act


Three Reasons to File Your Taxes Early

Driving Service

The Tax Implications of Your Side Hustle

Flexible Payment Planning

Year-End Tax Planning

Stock Exchange

The High Risk of Owning Bonds Today


Financial Planning Check Up

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Social Security Tax Deferral

Dollar Bills

Economic Impact Payments From The CARES Act

Math Homework

What Expenses Are Deductible In 2019?


What You Should Know About The SECURE Act

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Roth vs. Traditional IRA: Which One Is Right For You?

Chess Game

Year-End Tax Planning Strategies


Avoid Surprises On Your 2019 Tax Return

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What Will Happen When Social Security Runs Out?


The Impact of Your Pension On Your Social Security Benefits

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Five Things That Every IRA Owner Should Know


The Impact of the Tax Cuts and Jobs Act

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What Triggers The IRS? 10 Flags that Could Signal an Audit

Market Analysis

Tax Consequences of Reinvesting Your Mutual Fund Distributions

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Year-End Review of Your Retirement Accounts

Market Analysis

Maximizing Your Deductions in Light of Tax Reform

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Tax Implications of Selling Your Home

Graduation Caps

How to Save for Your Child's College Education

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Will vs Trust: Which is Right for You?

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Avoid Surprises on Your 2018 Tax Return

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Five Changes to Be Aware of Under the 2018 Tax Reform

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Year-End Tax Planning Strategies

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Making the Most of Your Charitable Donations

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How Could the Proposed Tax Reform Affect You?

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8 Security Tips in Light of the Equifax Data Breach

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Tax Tips for Home Sellers

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"Why Am I Being Selected for An Audit?"

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5 Things You Can Do Right Now to Help Improve Your Retirement Years

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What Parents Need to Know About Back-to-School Expenses

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Avoid The Hidden Traps of Retirement Plan Loans

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