Posted Jan. 5, 2017
FEATURED
The New Tax Numbers You Need to Know for 2018Resolved 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 IncomeWhy 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 MedicareWhy 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 StateWhy 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 2018Why 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 SecurityYour 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?)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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