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What Can You Expect From the New Tax Law in 2019?

A new year is here, and with it comes a flood of year-end tax documents like W-2s, 1099s and others. Before you know it, the April 15 tax filing deadline will be upon us, and it will be time to submit your return. It’s always wise to meet with your financial...
Year-End Review: 3 Questions to Ask About Your Retirement Strategy

Year-End Review: 3 Questions to Ask About Your Retirement Strategy

The year is quickly coming to a close. The holidays are almost here and 2019 is nearly upon us. If you’re like many Americans, you’re planning holiday parties, scheduling time away from work and thinking about gifts for your loved ones. You also may be thinking about...
3 Reasons You May Want to Keep Your Life Insurance in Retirement

3 Reasons You May Want to Keep Your Life Insurance in Retirement

If you have a spouse, children, or other loved ones who rely on you for financial support. You probably understand the importance of life insurance. It protects your loved ones and dependents after you pass away. They can use the tax-free benefit to pay bills, support...