Shifts in tax brackets as well as the standard deduction slated for 2024. On October 18, 2022, the Internal Revenue Service (IRS) announced tax year 2023
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Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. Following are important information and tools to help you
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This chart shows the performance of the stock market and the largest intra-year decline each year.
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Recently, I had the opportunity to attend Goldman Sach’s Professional Investor Forum at their headquarters in New York City. While volatility has been the theme
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The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax
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Baby Boomers are people born between 1946 and 1964. Combined, they hold about $20 trillion in wealth. Over the next few decades, many Boomers may transfer this
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Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be
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When market volatility takes investors on a wild ride, fear and panic are common responses to this stock market roller coaster. Acknowledging these emotions may
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Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us
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Annuities can be powerful financial planning tools. Most often used as an insurance product, an annuity can also be used as an investment vehicle, as a way to
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The S&P 500 officially fell to bear market levels this week. Rapid inflation across the economy has affected consumers and businesses, raising questions about
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Market timing is a “strategy” of deciding when to buy and sell stocks by attempting to predict which way and when stocks will move. Let’s look at an example...
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