Financial Insights

Making A List and Checking It Twice

Before you kick back with a cup of eggnog, check our year-end planning list to confirm you have met all of your planning objectives for 2023....
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Planning Opportunities to Consider Before Year-End Part 5 – Some Additional Considerations

There are a few more items to consider before year end. You still have time to make decisions on tax withholdings, itemized or standard deductions, and other aspects of your estate game plan!...
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Planning Opportunities To Consider Before Year-End – Part 4: Charitable Contributions

Giving to charity can be life- affirming- and, as a bonus, it can help with your tax bill. If donating to a charity is part of your tax plan, below are a few tips so you can maximize your tax- deductible donation before year- end....
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Making A List and Checking It Twice

The end of the year draws near, so make sure to cross these last items off of your financial to-do list! A few of the topics covered are funding retirement contributions and flex spending accounts, reviewing beneficiaries and spending plans, and investing or gifting extra cash....
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Planning Opportunities to Consider Before Year-End – Part 5

Part 5 in our Year-End Planning Series - now is a great time to start thinking about your taxes! Make sure to consider the following so that there are no surprises come tax season....
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Planning Opportunities to Consider Before Year-End Part 4 – Charitable Contributions

Part 4 in our Year-End Planning Series - Charitable Contributions! In the spirit of giving, have you considered making a charitable contribution this year? Oh, and they are tax deductible! Here are some ways to maximize your donation....
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Year End Tax Tips 2019

Our 2019 year-end tax items before your new Year resolutions are made....
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Year End Tax Tips

The 2016 tax year was relatively uneventful given the run-up to the election, with very little changed from last year and no last-minute changes expected from Congress. Any tax reforms proposed by the Trump administration cannot be adopted until 2017....
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