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Use this 2027 open enrollment checklist to compare health plans, review retirement contributions, evaluate tax benefits, and update coverage.
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The stock market continues to defy expectations. Wall Street “experts” predicted that rising rates would cause another down year. Instead, corporate earnings have proven to be resilient, the jobs market is robust, and core inflation, despite volatile gas and food prices, is generally subsiding to normal levels. And stocks have done much better than many imagined.
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Long-term care insurance can help plan for your future and your finances. Learn when to buy, how much coverage you need, and why inflation protection matters.
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One of the most important challenges facing today’s business owners is how to plan strategically for both the daily demands of running a business and its long-term success. In times of rapid change, owners must navigate current economic uncertainties while laying the groundwork for a prosperous future–for yourself, your business, and your family.
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Hiring a tax preparer? Discover 7 crucial truths they might not tell you—from outdated tax law knowledge to hidden risks. Learn how to protect your finances and boost tax efficiency with expert insights and strategic planning tips.
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The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019, and its “sequel,” the SECURE Act 2.0 was passed a few years later in December 2022. While the list of changes from these two pieces of legislation could warrant a short novel, let’s take some time to dissect a related issue I have been helping next-generation clients with.
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Editor’s Note: The below investment commentary was written prior to the attacks in Israel and therefore does not include comments on the increased geopolitical risk and market impacts. As the situation is changing rapidly, we will provide additional updates in subsequent commentaries.
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Watching a child graduate from college is one of the proudest moments in many parents’ lives. But before your kids put on those caps and gowns, they need to complete their education—and that can be costly.
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Equal pay for men and women has been the law since 1963. Yet, over half a century later, women are still paid less than men–even with similar education, skills and experience.
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For the period August 1 – August 31, 2023 Executive Summary U.S. equity markets pulled back in August for the first time since February, ending a streak of five straight monthly gains. While we are not quite out of the woods just yet in terms of avoiding a recession, the soft-landing rhetoric continues to pick up steam.
