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Keeping Your Informed with Financial News and Tips

Make Charitable Donations by End of Year
December 5, 2022

Life is getting pretty hectic for a lot of us right now, but that doesn’t mean you should forget about tax planning. In fact, the holiday season is the perfect time to earn one particular type of tax deduction, by making contributions to your favorite charities. But you must make…

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Social Security Beneficiaries Receive a COLA for 2023
November 14, 2022

We often caution our clients not to count on Social Security to provide all of their retirement income. But still, we acknowledge that the program does serve as a valuable supplement to other income that you’ve established for yourself. And because the cost of living does rise over time, the…

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The IRS Announces New Retirement Plan Contribution Limits
November 7, 2022

You’ve probably noticed that inflation has crept up in the last few years, and more of us are feeling the pinch in our budgets. That goes for retirees, too. And because the IRS recognizes that the cost of living changes throughout the years – for everyone, but especially impacting retirees…

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5 Types of Non-Taxable Retirement Income
October 17, 2022

The last thing anyone wants to receive is a surprise income tax bill. But when you’re retired, unexpected taxes can really disturb your budget. That’s why we advise clients to become aware of the income taxes they will likely face in their situations. But another way to deal with this…

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