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Social Security: The Decision That Can Follow You for Decades
If there is one retirement topic that causes more confusion…
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Tax Extensions: Why Your CPA Might Give You a High-Five (and Why Audits Aren’t More Likely)
Ah, tax season. That annual cocktail of coffee, receipts, shoeboxes…
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Beneficiary or Transfer on Death- Do you know the difference?
When clients come into our office and say, “I just…
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Securing your personal information
Information has become big business, a business that everyone uses…
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Required Minimum Distributions (RMDs): The IRS’ Way of Saying “It’s Time”
At some point, the IRS gently taps you on the…
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Why Making a Little Extra Money Sometimes Feels Like a Tax Trap
Remember the old joke about finding a dollar on the…
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Snail Mail Isn’t Dead.. But the IRS Is Kinda Retiring It!
Raise your hand if you miss getting things in the…
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