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Strategies to Boost Your Credit Score
Americans continue to rely on debt to finance many of their consumer purchases. In fact, according to the Federal Reserve, the total U.S. outstanding consumer credit has ballooned to nearly ... -
Tax Season Update - Strategies for Making the Most of Your Tax Refund
The Internal Revenue Service expects more than 146 million tax returns to be filed this year, with nearly three out of four taxpayers receiving a refund. That’s right – over ... -
5 Mistakes Small Business Owners Should Avoid
The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 33.3 million small businesses employing an additional ... -
IRS and Better Business Bureau Warn of More Sophisticated Tax Scammers This Tax Season
The Internal Revenue Service and the Better Business Bureau continue sounding the alarm on the importance of avoiding the myriad of tax scams and schemes this season. This has become ... -
Smart Money Moves for 2024
From your health to your wealth, New Year’s resolutions can help jump-start your game plan for 2024. While polls often suggest only half of those Americans who make New Year’s ... -
More Americans are Tapping 401(k) Plans – What to know before you take a loan
The number of 401(k) participants taking distributions from their retirement plan is on the rise. In fact, a recent study from the Transamerica Center for Retirement Studies found that a ... -
Overcoming Common Retirement Misconceptions
Are you “retirement-ready”? Many people dream of a retirement filled with time spent traveling, enjoying hobbies and making lasting memories with family. However, it is not always easy to know ... -
Should You Invest In A Second Home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a warm weather retreat in retirement to a house renovation and sale, ... -
Year-End Tax Loss Harvesting May Help Reduce Tax Liability
2022 has been a turbulent year for the markets. From concerns about inflation and Federal Reserve rate hikes to fears over an economic slowdown and recession, volatility has entered back ... -
New Gift Tax Rule Will Apply For 2023
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the federal and state level have ...
