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Future of the Federal Estate Tax

By on August 4, 2017 in Newsletter Articles with 0 Comments
Future of the Federal Estate Tax

While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate tax and related changes to the federal gift tax, the federal generation-skipping transfer (GST) tax, and the federal income tax basis rules.

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Test Your Investing IQ

By on August 4, 2017 in Newsletter Articles with 0 Comments
Test Your Investing IQ

How much do you know about market basics? Put your investing IQ to the test with this quiz on stocks, bonds, and mutual funds. Questions 1. What does it mean to buy stock in a company? a. The investor loans money to the company b. The investor becomes a part owner of the company c. […]

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Working in Retirement: What You Need to Know

By on August 4, 2017 in Newsletter Articles with 0 Comments
Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you’re not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider.

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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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