One of the items that I look at when I review an income tax return for our clients is whether the taxpayer was assessed an underpayment penalty. I have
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When I was a kid, Roswell was but a small rural town about 25 miles north of Atlanta. Not at all the seamless expanse of Atlanta that it is today.…
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In the realm of financial planning, a common misconception persists: the belief that you need significant assets before working with a financial advisor
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Money can be a blessing and a challenge, and families of all shapes and sizes deal with this aspect of life. Some families handle this area more successfully
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As we find ourselves in the midst of tax season, I want to highlight crucial guidance on two areas prone to mistakes on tax returns. These errors can lead to…
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In 2019, I grew disillusioned with New Year’s resolutions. I can be somewhat of a perfectionist, and if things didn’t get off to a great start, I found myself
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Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here’s a look at some of the costs that will apply in 2024
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With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also…
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The holiday season is in full swing. Throughout the years our family has grown to include new family members from different cultures and traditions. As we
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The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged
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As the sun shines its brightest and the temperatures rise, we find ourselves in the heart of summer—a season filled with endless possibilities and energy. While
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Seven weeks ago, I was standing in a rustic, beautifully decorated back room of a local restaurant, toasting my son and soon-to-be daughter-in-law on the eve of
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