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Wealth Management Insights
It’s that time of the year again – leaves are falling, air is getting chillier…and open enrollment season is upon us for the for the upcoming tax year! Open Enrollment is a good time to review your contributions to various employer plans to help ensure you are maximizing your contributions in an efficient way as...
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The American Rescue Plan Act of 2021 revamped the dependent child tax credit in many ways. It allows for advanced payments of the child credit, raised the child credit amount, and increased the amount of the credit that is refundable. In 2021, families with dependent children who are claimed on their most recently filed tax...
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For many working individuals, it is once again open enrollment season, which provides the opportunity to confirm and enhance your benefit elections for the coming year. If you experienced life changes or transitions in 2021 (e.g., getting married) or if you are planning for a big event in 2022 (e.g., having a baby), it is...
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Whether you work for a public company, a large private company, or a startup, as you advance in your career you may be eligible for several benefits meant to reward key employees. These benefit packages are designed to promote retention and to allow employees to share in a company’s success. While executive compensation packages can...
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As the end of the year approaches and the annual Medicare open enrollment period begins, it is time to review your current Medicare coverage and determine if any adjustments need to be made. Most people will only make changes due to an increase in premiums or co-pay amounts, but there may be other reasons to...
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A concern for many retirees is the uncertainty regarding your future health and the costs associated with care. Living longer is correlated  with an increased risk of illness and injury that may limit your independence as you age, and many individuals will eventually need assistance in the form of long-term care. In this short video,...
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For many individuals, the idea of retiring early and having more time to do the things you love like travel, golf, volunteer, etc., can be exciting. But there are many things to consider beyond “do you have enough money to retire?” such as the cost of health insurance, considering how you will spend your time,...
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Healthcare costs can be expensive, even for the healthiest people. Even if you have health care insurance, you may want to take advantage of other options for saving for medical expenses not covered by insurance. Outlined below are some of the differences between the two most common accounts offered to individuals and families, health savings...
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Growing your family can bring a lot of joy but can also mean many financial decisions and changes. There are additional considerations and decisions that parents need to make along the way, like who is changing the next diaper or who is cleaning up the food their little one just smeared on the living room...
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When working with clients to help facilitate their charitable giving, questions usually fall into two broad categories: 1) How do I make sure that my giving is having the impact I want it to? and 2) How do I make sure I am receiving the maximum tax benefits for my giving? These are very different...
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