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A Season for Gratitude

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A Season for Gratitude

The season of gratitude is upon us when the calendar flips to November. Gratitude is something we should practice every day, but it seems to come easier once November hits and Thanksgiving is around the corner. If you are looking to practice more gratitude in your life this holiday season, here are a couple ideas to help you start!

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How the 2020 Election Could Impact the Markets and Your Financial Plan

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How the 2020 Election Could Impact the Markets and Your Financial Plan

Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.

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How Estate and Gift Taxes Can Impact Your Financial Plan

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How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

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Life insurance

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Life insurance

Life insurance is something that most people think about and know that they probably should have but is often something that gets put off.  Life insurance for young and healthy individuals is affordable and can provide you with peace of mind.

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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

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How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 DAF Report.

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Traditional IRAs vs. Roth IRAs

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Traditional IRAs vs. Roth IRAs

Most people save for retirement by contributing to their employers’ retirement plan such as a 401(k) or a 403(b). Most people don’t think of contributing to an IRA.

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How to Make Charitable Giving Part of Your Financial Plan

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How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

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Investment Account or Savings Account – What option is best for me?

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Investment Account or Savings Account – What option is best for me?

Investment account or savings account? This is a great question and one I enjoy answering since I began my financial career in banking. It is important for everyone to have accounts with your local financial institution; however, over my 15 years at the bank, I started to understand that it was equally important for individuals to also have access to investment accounts in order to achieve their financial goals.

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What You Need to Know When Choosing the Right Trustee

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What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

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6 Planning Opportunities for 401(k)s in Light of the SECURE Act

By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.

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