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Some Pandemic Changes Might Actually Benefit You
June 14, 2021

The past year hasn’t exactly been fun for any of us. Aside from the obvious toll of the pandemic, we’ve all changed the way we live and work to some degree. But the good news is that some of those changes might actually benefit your budget, so maybe you shouldn’t…

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With Tax Law Changes Looming, Consider These Strategies
June 7, 2021

While nothing has been decided just yet, it looks likely that Congress will soon pass sweeping tax law changes. With most of these changes revolving around taxes on higher incomes and estate taxes, those in the upper tax brackets should probably prepare to make some adjustments to their strategies. The…

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What Are the Odds of a Fourth Stimulus Payment?
May 5, 2021

Since the passage of the American Rescue Plan in March, the IRS has distributed more than $379 billion in stimulus funds to the American public. While a welcome relief to millions of households, poll respondents say the money won’t last three months. So as our economy continues to rebound in…

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23 Ways to Revamp Your Financial Life
April 11, 2021

If you’re like a lot of people, you’ve noticed that setting goals and attaining them are two very different things. Why do we often set goals and then fail to achieve them? Psychologists say that in order to reach our goals, we must describe them in specific and measurable and…

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Missing Tax Documents? Here’s What You Need to Do
March 8, 2021

Tax season is no one’s favorite, but it’s a part of life for all of us. So you’re probably getting ready to file your 2020 income tax returns sometime within the next month or so. But what happens if you don’t receive all of the important documents you need to…

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What Happens if You Underpay Your Taxes?
February 8, 2021

For most workers, Form W-4 (filed with your employer) allows you to claim exemptions and accurately estimate your income tax liability pay period. But sometimes, changes during the year such as marriage, divorce, or a raise can throw off those estimates. If you’re pushed into a higher tax bracket, you…

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This Tax Deduction Could Lead to Big Savings
February 1, 2021

At the end of December 2020, Congress passed a large spending bill addressing many of the problems we faced in the last year. For taxpayers, one aspect of that bill might hold promise in lowering income tax liability, both now and for many years to come. In response to the…

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7 Financial Planning Resolutions to Make in 2021
January 6, 2021

Over the past year, we’ve all been reminded of the importance of preparing for emergencies. Now, it’s time to put those lessons to work. The following resolutions can help you get your finances in order now, so that you’re better prepared to weather any storm that comes your way in…

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5 Ways to Safeguard Your Financial Plan
December 14, 2020

If we’ve all learned anything this year, it’s that unexpected events can really throw us for a loop. Throughout 2020, some people have experienced financial hardship, whereas others have enjoyed smooth sailing so far. But we can all learn some important lessons from these turbulent times. Never assume anything and…

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Charitable Contributions Can Earn You a Big Tax Break This Year
December 11, 2020

As far as tax years go (and in every other sense) this year has been a pretty wild ride. 2020 has roughed us up, and yet we’ve all come together to help each other, perhaps like never before. Those of you who are able to make charitable contributions are truly…

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