By K. Bridget Schneider, CFP®, CRPC® Thanksgiving Day is approaching fast. This celebration evokes different memories for each of us. But for many, it suggests thoughts of food and best-loved dishes we may only see at holidays. We thought it...
Our family, like many others, takes time to share with each other the things for which we are grateful. So as a twist on that idea, I thought our team members might share with you some of the top items on each of our lists.
By K. Bridget Schneider, CFP®, CRPC®When was the last time you got a copy of your Social Security benefit statement? If you are like many people, you may think you got one in the mail a year or so ago. However, it may have been several years ago. While...
Are you struggling to keep up on paying your debts? Do you have so many payments that there is nothing left over to put towards your future?
The QCD was first introduced in the Pension Protection Act of 2006. It was repeatedly extended, sometimes retroactively, until it became permanent as part of the Consolidated Appropriations Act of 2016.
Last month we suggested a few reasons early retirement planning is important. That’s valuable information for Millennials, but what if you’re a Gen Xer?
Whether you have been a self-employed professional for years, or you’ve recently become self-employed, the success of your business is in your hands. You need to take advantage of whatever assistance is available, and this includes lowering your tax bill.
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