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Power of Attorney Abuse: What to Do?

Doug Koenig
March 20, 2018
Growing Your Wealth, Managing Your Money
A financial power of attorney can be a valuable estate planning tool, but is susceptible to abuse by scam artists, dishonest caretakers, or greedy relatives. Here's what to do.

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5 Estate Planning Tips for the Sandwich Generation

Leslie Gibbens
March 07, 2018
Growing Your Wealth, Managing Your Money
The “sandwich generation” are people who find themselves caring for both their children and their parents at the same time. In some cases, this includes providing parents with financial support.

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Charitable Tax Deductions & IRS Rules

Doug Koenig
February 21, 2018
Growing Your Wealth, Managing Your Money
If reducing your taxable estate is an important estate planning goal, making lifetime charitable donations can help achieve that goal and benefit your favorite organizations...

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Why a Home Equity Line of Credit?

Crystal Meredith
February 07, 2018
Managing Your Money
If you've been in your home a while and built up some equity (your home’s market value less your mortgage balance), it can be smart to use that equity to pay for home improvements or other needs.

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January 2018 Investment Update

February 02, 2018
Growing Your Wealth
Preliminary estimates indicated that fourth quarter GDP expanded at a respectable rate of 2.6%, following robust growth of 3.2% in the third quarter.

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How to Protect Yourself from Tax-Return Identity Theft

January 26, 2018
With tax season in full swing, it's important to be vigilant with your personal information and tax practices to make sure your tax refund ends up in your hands. Here are some steps you can take...

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Have You Taken State Estate Taxes Into Account?

Leslie Gibbens
January 19, 2018
Growing Your Wealth, Managing Your Money
The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, but it’s important to consider how state estate or inheritance taxes may affect your estate plan.

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Tax Cuts & Jobs Act: How They Affect Estate Planning

Doug Koenig
January 19, 2018
Growing Your Wealth, Managing Your Money
Focusing specifically on estate tax law, the Tax Cuts and Jobs Act of 2017 doesn’t repeal the federal gift and estate tax. It does, however, affect the gift and estate tax exemption.

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A Stock-Market First in 2017

Thomas R. Sullivan, CFA
January 08, 2018
Growing Your Wealth
What happened for the first time ever in 2017? Every month of the calendar year posted a positive return.

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December 2017 Investment Update

January 03, 2018
Growing Your Wealth
The U.S. economy experienced its best sustained growth in several years, with back-to-back quarters of real GDP growth exceeding 3.0%.

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