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Summer Tax and Financial Updates

It’s been a very busy year for accountants and financial advisors. Updates and policy changes at the federal level seem to refresh daily.

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Important Updates for Those Who Haven’t Filed Their 2019 Taxes

As with any tax season, the longer you procrastinate, the more stressful it could be when it comes time to file. So take the time to organize your files now.

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New Government Programs For Renters and Homeowners

This gigantic emergency package was passed in order to provide immediate relief to individuals, businesses, and the healthcare industry.

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Tax Season News: IRS Extends Filing Deadline

Treasury Secretary Steven Mnuchin announced that the IRS would be extending the filing deadline until July 15th, the same day as the payment deadline.

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3 Ways to Lower Your Taxes After January 1st

Even though we’re 2 months into 2020, don’t think it’s too late to lighten your tax burden for 2019.

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2020 Mortgage and Housing Forecast

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Are Negative Interest Rates on the Horizon?

Let’s talk about where the negative interest rate idea came from, current applications around the world, and whether it is realistic to think they can be used here in the states.

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Want to Retire On Time?

Saving for retirement is an easy thing to set aside for another day, but with these simple changes to your investment habits, you will be well on your way to living comfortably in retirement.

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A Guide to Real Estate Investment Trusts (REITs)

Real Estate Investment Trusts (REITs) have quickly become a staple in every investor’s portfolio. They are also increasingly popular among middle-class, retail investors due to their low barriers [...]

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Roth IRA 101

A Roth IRA is an incredible resource for those looking for tax-free growth and withdrawals in retirement.