Articles

Archive for the ‘Individual Tax’ Category

September 10, 2022

A Financial Checklist for Divorce

It’s a fact. More than 37% of divorces happen to those 55 and older. I’ve seen it with clients and friends—once the children are grown, many couples realize they have little keeping them together beyond…

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September 10, 2022

How to Raise a Financially Savvy Child

If you have children (or grandchildren) you can give them a jump-start on becoming financially responsible adults. While teaching your child is easier when you start early, it’s never too late. Here are some age-relevant…

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September 10, 2022

Tax Planning: A Life Changes Checklist

For the unwary, major life decisions can create a large and unexpected tax bill. Here are six life changes with tax implications that could surprise you. Getting married or divorced Marriage means a new tax…

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