Greetings!
Tax season is underway and that means an uptick in tax-related scams. One particularly pernicious form of fraud is tax identity theft. Tax-related identity theft happens when someone
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Letter of the Month
Putting Market Corrections Into Perspective
Greetings!
After a turbulent 2015, stocks tumbled in the first few weeks of 2016, causing concerns that the bull market we've enjoyed since 2009 may be over. We'd like to take the opportunity to
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Social Security Changes And Your Retirement Picture
Greetings,
On November 2, 2015, President Obama signed into law a budget deal that affects certain Social Security claiming strategies. The changes mainly affected two strategies that helped retirees
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Special Update to Social Security Claiming Strategies
Due to the new budget deal signed by President Obama on November 2nd, 2015, popular Social Security claiming strategies will be phased out.
These changes affect the ability some individuals have to
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How Does an Inheritance Change Your Financial Picture?
Greetings!
According to the Center for Retirement Research, two-thirds of baby boomers can expect an inheritance.[1] If you're lucky enough to inherit money, you might wonder: how will an
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Volatility, Black Mondays, and Keeping Your Cool
Stock markets around the world have been in tumult for days. Last week, stock markets around the world plummeted on fresh fears about how a slowing Chinese economy might affect the global economic
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Special Edition: What’s Going On in The World?
With all the volatility markets have experienced in recent weeks, we wanted to discuss a few of the economic events that have occurred around the world, and offer our perspective on what recent events
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April Letter of the Month
3 Questions To Ask About Your Long-Term Care Needs
If you're like many Americans, you might be worried about how to prepare for your own or your loved ones' long-term healthcare needs. In previous
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