Resources

New Year, New Numbers

Happy New Year! We would like to highlight some figures that will be helpful in your financial and retirement planning for this coming year.

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Where Will Your Money Go?

Do you know who will inherit your money when you die? Many people think they know the answer to this question. But are you sure your paperwork lines up with your wishes?

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2018 tax reform changes: At a glance

Congress has passed tax reform that will take effect in 2018, ushering in some of the most significant tax changes in three decades. Here are some major items in the new bill that impact individual taxpayers.

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The best way to avoid an audit: Preparation

Getting audited by the IRS is no fun. Some taxpayers are selected for random audits every year, but the chances of that happening to you are very small. You are much more likely to fall under the IRS’s gaze if you make one of several common mistakes.

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