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If you prefer to “fall back” than to “spring forward,” you’re in luck. Daylight saving time ends for 2023 on Sunday, November 5th, at -
Are you at least 70.5, have a Traditional IRA and charitably inclined? If so, you may want to consider a Qualified Charitable Distribution, or -
As we near the end of 2023, there are a few year-end items that are important to review:1) Long-term Capital LossIf a retail account -
October is Cybersecurity Awareness Month. It’s an unfortunate fact of life that today, it is more important than ever to keep your identity, data and -
October has arrived, marking the beginning of National Financial Planning Month — a time when individuals and families are encouraged to take a closer -
In the world of investments, the concept of “buy and hold” is a risky proposition. You buy an investment, whether stocks, bonds or real -
Adding beneficiaries to your financial accounts, such as bank accounts, retirement accounts, and life insurance policies, is an important step in estate planning. Doing so -
The 401(k) plan for retirement savings came along at a time when the traditional employer-provided pension was on its way out. It helped Americans -
The human brain is one of the most astonishing and powerful parts of the human body. It is responsible for virtually every movement and -
In just about every area of life, we are constantly faced with a choice: give in to the impulse to enjoy something we want -
It’s interesting to us that the more we age, the more opportunities we seem to get to see the gifts of wisdom play out -
As some of you may know, the current tax rates are set to expire at the end of 2025 unless Congress intervenes. It is
