Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or
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When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? What does building a solid
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As you climb the corporate ladder, the financial rewards can be lucrative. It can also present some unique challenges for your overall wealth plan. What is the
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Financial Stewardship is often described with words such as planning, management, attention and care. All good words. All right on point. The key, though, is
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By: P. Lewis Robinson, CPA 1. Due Date of 2020 Federal Income Tax Returns: The Treasury Department and Internal Revenue Service announced that the federal
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The IRS provides email links to people interested in regular updates on tax tips, tax news, and changes in tax law. The updates cover a variety of issues and
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Who among us wants to pay the IRS more taxes than we have to?1 While few may raise their hands, Americans regularly overpay because they fail to take tax
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For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of “FICA” and
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When training to become a financial professional, much of the course work centers on the six critical areas of creating a financial strategy. Some recognize
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By: Scott Fain This year has been a challenge for many, and though we are certainly not out of the woods yet with the Coronavirus, the election, and other
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By: Amy Kennedy – Does your financial advisor work at a Registered Independent Advisor (RIA) or a broker-dealer? Do you know the difference? If not, you are
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Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 60 is growing. The United Nations estimates that by 2050 the
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