Posted Jan. 5, 2017
The New Tax Numbers You Need to Know for 2018
The New Tax Numbers You Need to Know for 2018

Resolved for the new year: Work smarter, not harder. To help you keep track of what has changed and what hasn’t with the ... More

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Posted March 30, 2018
The “Problem” with Too Much Income
The “Problem” with Too Much Income

Why It Matters: Clients who get a substantial raise may want to reduce their taxable income. There are simple ways for them to do this, ... More

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Posted March 16, 2018
Help Clients Save on Medicare
Help Clients Save on Medicare

Why It Matters: Medicare premiums increase based on a recipient’s reported income. Financial strategies can be implemented to help ... More

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Posted Feb. 27, 2018
At a Glance: Inheritance, Estate Taxes by State
At a Glance: Inheritance, Estate Taxes by State

Why It Matters: Some of your clients may be at risk for state-based inheritance or estate taxes. The federal estate tax threshold is ... More

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Posted Feb. 2, 2018
8 Financial Tools to Give Clients in 2018
8 Financial Tools to Give Clients in 2018

Why It Matters: You can bring attention to missed savings opportunities and valuable methods for tackling financial challenges. Your ... More

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Posted Jan. 1, 2018
Married Clients? Here’s What They Need to Know About Social Security
Married Clients? Here’s What They Need to Know About Social Security

Your clients will likely go through a lot of life events. And many will consult with you for guidance along the way. When it comes to ... More

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Posted Nov. 24, 2017
Many Residences, but One Domicile (What About Taxes?)
Many Residences, but One Domicile (What About Taxes?)

Why it matters: Clients considering a move to a new state in retirement may want to consider all the costs and taxes first. It’s not as ... More

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