Education

  • Recover from an email hack

    September 24, 2019

    Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective. Here are some things you can do.

  • Cope with identity theft

    September 24, 2019

    Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective. Here are some things you can do.

  • Funding the cost of college checklist

    September 23, 2019

    As the cost of college continues to rise, proper financial planning is essential to saving enough—in a way that best suits your circumstances—to fund the cost of higher education.

  • The spending plan (budget)

    September 23, 2019

    Your spending plan is a tool to help you achieve financial goals that otherwise might seem impossible to reach.

  • The overlooked retirement plan tax credits

    Les Risell September 23, 2019

    An employer-sponsored retirement plan is a benefit provided by employers and a potential way for employees to save for retirement. But did you know that there may be additional tax filing considerations for both the participant and the company sponsoring the plan?

  • Top 5 reasons you need a portfolio review

    September 23, 2019

    Learn about the importance of reviewing your portfolio, and how it can benefit your complete financial picture.

  • Switching Jobs

    September 23, 2019

    You’ve thought long and hard about leaving your current employer and are now ready to make the move. However, before you clear your desk and head for the door, here are a few tax tips to consider.

  • Don’t panic: Corrections are normal

    Jerome F. Lombard, Jr September 23, 2019

    Corrections are normal. What’s not been normal over the last 10 years is how few corrections of 10% or better we’ve had.

  • 3 questions you should ask your tax preparer this year

    Martin Schamis September 23, 2019

    The Tax Cuts and Jobs Act (TCJA) was signed into law on December 22, 2017, introducing fundamental changes to the Federal tax landscape for both individuals and businesses.

  • Working during retirement

    September 23, 2019

    Planning on working during retirement?

Article Authors

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