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What to Shred and What Not To Shred

What to Shred and What Not To Shred

Cleaning Up Do you ever wonder what you can send through the shredder? According to the Environmental Protection Agency, each year Americans dispose of more than 292 million tons of trash.[…]

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The Importance of Estate Planning in 2021: Part 3-Leaving a Legacy

The Importance of Estate Planning in 2021: Part 3-Leaving a Legacy

Striving for Peace in Uncertain Times We have attended many industry seminars and conferences and we always enjoy a good motivational speaker. One that really sticks with us is Dr. Jerry Linenger,[…]

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The 2021 Updates for Required Minimum Distributions

The 2021 Updates for Required Minimum Distributions

RMD Requirements for 2021 are back  In March of 2020, the Coronavirus Aid, Relief, and Economic Security Act (also known as the CARES Act) waived the RMD requirements for 2020 for most taxpayers.[…]

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The Importance of Estate Planning in 2021: Part 2-Wills and Trusts

The Importance of Estate Planning in 2021: Part 2-Wills and Trusts

Striving for Peace in Uncertain Times We are living in uncertain times: the pandemic, a new administration and congress, with many parts of the economy struggling. There is a tone of worry and[…]

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The Importance of Estate Planning in 2021: Part 1-Living Issues

The Importance of Estate Planning in 2021: Part 1-Living Issues

Striving for Peace in Uncertain Times We are living in uncertain times. Currently, we are approaching the one-year anniversary of the COVID-19 pandemic’s introduction to the US. Many of us know a[…]

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How Do I Fit Social Security Into My Retirement Planning?

How Do I Fit Social Security Into My Retirement Planning?

Like most Americans, you've probably paid into Social Security during your entire working life. In return, you can begin to receive monthly income from this federal program once you retire. You[…]

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Estate and Death Taxes Proposal, More People Affected

Estate and Death Taxes Proposal, More People Affected

The new administration has made their tax priorities clear. They would like to return taxes to the prior levels. One of the most significant changes could affect the tax at transfer of the assets[…]

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Biden’s Proposals for Higher Taxes

Biden’s Proposals for Higher Taxes

During the presidential campaign Joe Biden made his tax priorities clear: He wants to eliminate the tax cuts of the Trump-era leading to higher taxes on corporations and the “rich.” With the[…]

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How to Avoid when Something Bad Goes Wrong [Video]

How to Avoid when Something Bad Goes Wrong [Video]

  So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple.[…]

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Top 5 Qualities to Look for in a Financial Planner

Top 5 Qualities to Look for in a Financial Planner

As the adage goes, "no one will care more about your money than you do"—which means that selecting the right financial planner can require a great deal of trust. Financial advisors can help guide[…]

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