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Key Retirement and Tax Numbers for 2017

By on March 16, 2017 in Newsletter Articles with 0 Comments
Key Retirement and Tax Numbers for 2017

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2017. Retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to $18,000 […]

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Why Diversification Matters

By on March 16, 2017 in Newsletter Articles with 0 Comments
Why Diversification Matters

When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is diversification so important? The simple reason is that it helps ensure that your risk of loss is spread among a number of different investments. The theory is that if some of the […]

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Due Date Approaches for 2016 Federal Income Tax Returns

By on March 16, 2017 in Newsletter Articles with 0 Comments
Due Date Approaches for 2016 Federal Income Tax Returns

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of last year’s tax return and gathering W-2s, 1099s, and deduction records. You’ll need these records whether you’re preparing your own return or paying someone else to […]

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Protecting Your Loved Ones with Life Insurance

By on September 4, 2014 in Featured, Insurance with 0 Comments
Protecting Your Loved Ones with Life Insurance

How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals. For example, when you’re young, you may not have a great need for life insurance. However, as you take […]

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