In a recent survey, 68% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: How will
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Retirement Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer
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For many families, a home loan constitutes a significant portion of their household debt. As a result, some people choose to reduce this debt as much as
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Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum
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You’ve invested your life into caring for your family’s wellbeing. You cherish them and want them to mature into smart, healthy, successful adults. Naturally
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When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration
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How CapSouth Advisors are Responding to the Bear Market & Recent Legislation – April 13, 2020 You can tell a lot about your broker or advisor from the actions
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Join the CapSouth LIVE webinar!When: Thursday, April 16, 2020Times: 11:00 AM CST // 12:00 PM EST OR 6:00 PM CST // 7:00 PM EST Join CapSouth professionals
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By: P. Lewis Robinson, CPA As you might have already heard, due to the coronavirus pandemic, this year’s tax filing and payment deadlines for form 1040 has been
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by: P. Lewis Robinson, CPA Retirement Accounts Required Minimum Distributions (RMDs): For the calendar year 2020, no one will have to take a required minimum
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Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account, is patterned after the
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You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care
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