by: P. Lewis Robinson, CPA | Managing Director, Senior Wealth Advisor
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The cost of data breaches increases. The latest annual study from Javelin Strategy & Research, a leading financial analytics research firm, says that 14.4
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Flexible spending accounts (FSAs) are savings accounts reserved for out-of-pocket health care costs. They are offered through an employee benefit plan and allow
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“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the
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During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built
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I’d like to address the elephant in the room. This year has been incredibly volatile for the stock market, and we’ve experienced some steep declines. It can be
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The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living
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Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement
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Social Security may be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important
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No one wants to see an Internal Revenue Service (IRS) tax auditor show up at their door. In 2018, the IRS budget is roughly $1 billion less than it…
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According to Giving USA 2019, Americans gave an estimated $427.71 billion to charity in 2018. Americans give to charity for two main reasons: to support a cause
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For many people, retirement income may come from a variety of sources. Here’s a quick review of six primary sources: Social Security Social Security is the
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