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Simple steps can lead to growing savings

March 25, 2016

You've probably heard the expression, "a penny saved is a penny earned". Ben Franklin's simple guidance has provided the foundation for savings plans for generations...

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A tax return is required to claim an insurance premium credit

March 24, 2016

If you or a family member enrolled in a qualified health plan offered through a government insurance marketplace, such as, you may be eligible for a federal tax credit.

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Tax-exempt organizations have an upcoming filing requirement

March 23, 2016

Tax-exempt organizations are required to file annual reports with the IRS. Those with gross receipts below $50,000 can file an e-Postcard (Form 990-N) rather than a longer...

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Invest Today, Benefit Tomorrow

By   |  March 22, 2016

Where to put your money to get the most out of it and make it grow.

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Keywords: investment advisor  |   2 comments

April is a busy month for taxes

March 22, 2016

Is your tax return finished? If not, this year you have an extra day or two to file. April 18, 2016, is the due date to file your 2015 individual federal income tax return...

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Should you take advantage of this extension?

March 7, 2016

This year, you have until April 18, 2016, to file your 2015 individual federal income tax return and pay any balance due.

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The Affordable Care Act: What you can expect on your 2015 return

March 4, 2016

How will the Affordable Care Act affect your 2015 federal income tax return? Here are four items to consider. Premium tax credit.

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Keywords: aca, health care act

February 2016 Market Insight

March 1, 2016

It happens during every presidential campaign - the media churns the news and the public starts to feel uneasy about the State of the Union.

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Keywords: market, stock market