Taxes Filed. Now What?

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In a 1789 letter to Jean-Baptiste Leroy, Ben Franklin wrote, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” It’s interesting that while the Constitution has changed only minimally since 1787, the tax code changes all…

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Trends in Jobs and Education

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It’s that time of year. Student graduates have crossed the tassel from one side of the cap to the other, parents are both teary-eyed and relieved, and millions of wide-eyed young adults will be flooding both college campuses and the workforce. For young college grads just entering the job market, the news is upbeat. One…

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Surprising Findings

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Sometimes, hidden among the gloom and doom news headlines and economic predictions, we find little nuggets of information that surprise and can even make our day. For example, thanks to national budget cuts, fewer taxpayers are being audited. The average taxpayer’s chance of being audited has dropped by 23 percent in the past three years,…

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3 Tips for Doing Something Better

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You see those article headlines all the time: “10 Tips for …” blah blah blah. The writer claims to have simplified some common problems we all face — losing weight, achieving happiness, getting along with your boss at work — into three, five, or 10 nuggets of no-fail wisdom. Often we find two or three…

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Best-Laid Plans

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A recent survey revealed that six out of 10 Americans believe they are inadequately prepared for a financial emergency, and only 50 percent feel that they are overall financially secure. For most, planning for retirement is one of their biggest worries. This stress is further exacerbated by the fact that most Americans reported having experienced…

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Longevity Decisions

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People over age 90 are now the fastest growing segment of the U.S. population. By mid-century, this population is expected to quadruple. Many researchers currently are studying what the commonalities are for longevity and whether we can replicate them either in lifestyle choices or perhaps even pharmaceutically. A “60 Minutes” episode last year revealed some…

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Happy Breeds More Happy

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In the 20th century, the typical retirement lasted about 10 to 15 years. These days, if you retire in your 60s, your golden years could last upward of 30 years or more. The more people recognize this, the more it becomes evident that we can’t work our careers in quite the same manner anymore. Working…

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Funny About Money

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Money is both basic and complicated. It enables us to get the things we want, yet people are often reluctant to talk about how much they make, how much they have or how much they pay for things — even to their own family. In fact, according a recent survey of affluent investors: 62% said…

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2015: Beyond the Cold

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As parts of the country dig out from under the snow this winter, it’s important to remember that, despite life’s uncertainties, you can always count on one thing: Spring will come. It may be a small comfort, but it never fails that sunshine, warmer temperatures, blooming flowers, leaves appearing back on the trees and people…

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Keep Calm and Carry On

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During World War II, the British government used a poster campaign to help the general public prepare for and deal with the realities of war on their personal lives. The first poster was encouraging: “Your Courage, Your Cheerfulness, Your Resolution will Bring Us Victory.” The second was a bit menacing: “Freedom is in Peril.” The…

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It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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