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How to Prepare for Tax Season Under New Tax Laws

The 2017 Tax Cuts and Jobs Act affected nearly all taxpayers and could mean that your filing strategy should change, too. Bruce and Peg talk through the items...

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Retiring in 2019? Here's What You Need to Know

The year is coming to an end and a new year means new opportunities and new goals for 2019. For some of you, one of your goals might be entering retirement....

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Considerations for New Snow Birds This Year

Are you one of those people who is hoping to escape the winter weather as a retiree and spend the snowy season down south? Bruce and Peg give you a list of...

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Why You Should Saver Smarter, Not Harder for Retirement

If you’re like many Americans who are counting down the days until retirement, it’s likely that you’ve already been saving and we commend you for doing so....

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What You Need to Know About Tax Reform 2.0 and Your Wealth

Tax reform is still in the headlines, but how likely is it that changes will continue after the recent election? And how will the new tax laws impact you and...

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Why New Tax Laws Could Change Your 2018 Tax Filing

Tax reform has been in the news for the last 12 months and we’re getting closer to our first filing season under new laws. To help you prepare, we’ve put...

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"Your Money" Radio Show

Celebrating 20 years on the air, “Your Money” offers timely financial advice in a friendly, jargon-free format. Learn More

How to Prepare for Tax Season Under New Tax Laws

The 2017 Tax Cuts and Jobs Act affected nearly all taxpayers and could mean that your filing strategy should change, too. Bruce and Peg talk through the items...

Read and Listen
Considerations for New Snow Birds This Year

Are you one of those people who is hoping to escape the winter weather as a retiree and spend the snowy season down south? Bruce and Peg give you a list of...

Read and Listen
Your 2018 Year-End Financial Planning Checklist

 

We’re now only six weeks from the end of the year. Crazy, we know! As you prepare for the end of the year, Bruce and Peg discuss what items you should take...

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How The Recent Election May (or May Not) Affect Your Finances

 

With the 2018 midterm election behind us, Bruce and Peg talk about how the change in Washington could affect your finances.

Questions Answered Include: 

  • ...
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