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10 Tax Planning Tips Your CPA Might Have Missed

There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic

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Small Business Owners

199A Deduction – Big Change for Small Business Owners Two-hundred-forty-seven pages later, we have one large IRS document and a whole lot of questions. For small business owners, 199A deductions are complex. Do you fall into the 95 percent of small business owners covered? When do 199A deductions expire? What are the income ranges? Learn more about 199A deductions and how you might be affected in our infographic.

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Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce.

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Our Affiliates

As independent advisors, we have the power to partner with businesses that offer additional resources for your personalized financial plan.

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Long-Term Care

Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia.

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Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million.

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Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in!

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Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives.

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4 Challenges During Retirement

No matter how well-prepared you may feel for life in retirement, none of us is immune to the challenges presented by market volatility, rising taxes and inflation and longevity.

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