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2020 Tax Planning

It's time to prepare for the 2020 tax year. In this guide we'll share valuable information about the current tax law and provide you with some great planning tips for the new year. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.


Is College Worth It?

Yes, college tuition is rising. Yes, there's student loan debt. Our publication examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate choices for their futures.

Click below to read the full article.


Why is this Age so Important?  

Why is 591/2 such an important number when it comes to your retirement? In this publication we show you why this half birthday signifies a turning point of sorts in your life - in a number of ways.

To read the entire article click below.


Critical Elements of an Estate Plan

While end-of-life planning may seem morbid, a well laid out plan is the best way to ensure your wishes for future generations are met. Our publication takes a basic look at estate planning and key concepts to consider regardless of your financial status.

Click below to get started planning.


Plan for a lasting legacy   

While charitable giving is a matter of the heart, developing a prudent strategy will ensure your money and efforts are put to good use. Our publication looks at ways that you can maximize your Philanthropic strategy.

View our publication by clicking below.


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