Resources

April Mid-Month Update

Yesterday marked the typical annual observance of tax day. Even though this year the tax deadline has been extended to May, we are still celebrating.

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The Gift of Grace

After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else.

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New Tax Breaks Benefit Millions

The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year.

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First Quarter Market Recap

After a dramatic and emotional year for financial markets in 2020, stocks and bonds have taken divergent paths to begin 2021. Stocks have continued to climb higher, while the price of bonds has declined. This is a result of higher economic growth exp

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Estate Planning for Today’s Young Professional

As young professionals get married, have children, buy a house, and perhaps grow a business, not many people in their 30s and 40s have “estate planning” near the top of the to-do list. Unfortunately, tragedies happen. Preparing for the wo

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Be Aware: Email Scams on the Rise

While we’ve all been focused on the lingering pandemic, or balancing real life with work-from-home life, cybercriminals are taking advantage our distractions with attacks via email and text messages.

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New Retirement Planning Software

Last year we embraced many changes, including a new retirement planning software. RightCapital is an intuitive program that allows us to pull together all of your investment accounts, including those outside of Charles Schwab.

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