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Have You Considered How You Can Make the Most of Your Tax Refund?

Tax season is upon us! For many Americans, this time of year brings the hope of a tax refund. Each year, nearly 8 out of 10 people who file tax returns in the United States receive a federal refund.[i] Whether your tax refund has resulted from intentionally overpaying throughout the year or from...

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Charitable Giving – More Than Just a Tax Break

At the end of each year, many charities send out mailers reminding people that their charitable donations may be tax deductible. If you were one of the millions of individuals who made a charitable contribution in the past year, you may be eligible for a significant tax break. However, like...

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Retirement Planning: Alternatives to 401K

Reaching your 50s or 60s with very little money set aside for retirement is not unusual. According to the National Institute on Retirement Security, American households led by someone who is close to retirement age have on average $14,500 in retirement savings.It is really important to know all...

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The Ultimate Estate Planning Checklist

Planning for the future can be overwhelming; especially when you are trying to ensure your beloved ones are left with all the might need to overcome your final departure.As the majority of important things in life, estate planning is an ongoing process and should be started sooner rather than...

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