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Tax Savings Ideas are Still Available

As the end of the year approaches, there is still time to make moves to manage your tax liability. Here are some ideas to consider before the glitter ball drops in Times Square. Maximize your retirement plan contributions.This includes IRAs and 401(k) plans at work. Given the contribution limits in… Read More

Be a Better Charitable Giver

Simple moves to make your giving go further These days, we all want our money to go further and charitable donations are no exception. Yet sometimes, even well-intentioned gifts may end up going to a poorly run charity or the charity does not receive the full benefit of your gift…. Read More

Tis the Season…for Review

As 2015 winds to a close, there are a number of tasks that should be reviewed. To help you plan accordingly, here are some things to consider. Employee benefits. Most employer benefit plans have enrollment periods that coincide with the calendar. Please review your benefit options with your employer and… Read More

Tax Savings Ideas are Still Available

As the end of the year approaches, there is still time to make moves to manage your tax liability. Here are some ideas to consider before the glitter ball drops in Times Square. Maximize your retirement plan contributions.This includes IRAs and 401(k) plans at work. Given the contribution limits in… Read More

Annual Credit Check More Important Than Ever

In the past few months, the IRS has admitted to a major breach into taxpayer records. This breach was not a hacking operation. The thieves had valid names, addresses, Social Security Numbers and more. They used this information to get by the security measures in place on the IRS website…. Read More