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2018 Year End Contribution Reminders
Tax season comes quickly after the year comes to a close. In 2018, a few changes have occurred due to legislation that was created by the Tax Cuts and Jobs Act of 2017. One of the main changes was a lowering of tax rates and a near doubling of the standard deduction. Also, a number…
Read MoreWhat You Should Know About 2018 Qualified Charitable Distributions
You have until December 31 to do a qualified charitable distribution (QCD) for 2018. This is an effective tax strategy that many individuals are overlooking. A QCD is worth considering if you are donating to charitable organizations and taking required minimum distributions (RMDs) this year. With the increase in the Standard Deduction, many people (specifically…
Read MoreLong Term Care Planning Could Save Your RetirementÂ
Yes, saving for retirement and planning for income is important but so is planning for the unexpected. It is incredibly easy to get caught up in the present and not think about how much one needs to take care of themselves in the future. This is why retirement planning is more about planning for all…
Read MoreRetirement Planning & Holiday Spending
You’ve spent the better part of your working years planning for your comfortable retirement. As you celebrated your last official day of work, you already had a pretty good idea of the value of your financial investment portfolio and personal worth. And, you probably had a plan for how much money you would need on…
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