What Are Required Minimum Distributions? Some clients are surprised when they learn that the IRS forces them to take “required…
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Gift and Estate Taxes After Reform
Gifting Maximums Increased Many of our clients had been gifting (or receiving) the maximum $14,000 annual tax-free amount for years….
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Should you buy an extended warranty?
Is an extended warranty worth the cost? When you’ve purchased an electronic device, major appliance, or vehicle, chances are you’ve…
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Buying Time Increases Happiness
Time versus money Time is one of our most valuable resources, and sometimes money is the tool that allows us…
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Impact of Inflation on Spending
Investing to Outpace Inflation One of the reasons we invest in markets is to protect our money from the corrosive…
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