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 June 5, 2018
Swimsuit Season for the Wallet
Swimsuit Season for the Wallet

Why It Matters: It’s easy to let clients slip into bad habits, but each client visit is an opportunity to make sure everything is ... More

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Posted May 25, 2018
How to Help Women Stop Guessing About Retirement
How to Help Women Stop Guessing About Retirement

As a financial professional you probably recognize women can face unique challenges when preparing for retirement. Nonprofit ... More

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Posted May 2, 2018
9 Mother’s Day Gifts to Help Mom Relax
9 Mother’s Day Gifts to Help Mom Relax

According to survey results from the American Psychological Association, Americans are more stressed out now than they have been in 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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