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Social Security, Medicare, and HSAs
Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a...
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement
Retirement PlanningBy Debra Taylor, CPA/PFS, JD, CDFAThe financial puzzle for millennials: What’s the best way to pay...
Cybersecurity Monthly Newsletter January 2024
Asset ProtectionIn this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to...
Real Estate Rentals: Recent Tax Insights
Tax PlanningAn Exclusive Report fromBradford Tax InstituteKey Topics Include: How to Project If a Rental Property Is a...
Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings
Tax PlanningBradford InstituteIf you start a small business or buy a rental property using a new limited liability...
2024 Key Financial Data Guide
Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024...
2024 Social Security Quick Reference Guide
Financial GuidesHappy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery...
2024 Retirement Calendar Checklist
Financial GuidesHappy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories....
2024 Health Care Quick Reference Guide
Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement...
2024 Key Planning & Investment Deadlines for Q1
Financial GuidesDo you know what days the market closes for 2024? Or when different tax forms are due? Or when the...
Cybersecurity Monthly Newsletter December 2023
Asset ProtectionIn this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to...
Tax-Free Income from 14-Day Augusta Rule for S Corporation Owners
Tax PlanningBradford InstituteIRC Section 280A(g), also known as the Augusta rule, states:(1) “Notwithstanding any...
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Social Security, Medicare, and HSAs
Retirement PlanningBy Elaine Floyd, CFPIf your employer health plan is a health savings account (HSA) paired with a...
4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement
Retirement PlanningBy Debra Taylor, CPA/PFS, JD, CDFAThe financial puzzle for millennials: What’s the best way to pay...
2024 Key Financial Data Guide
Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024...
2024 Social Security Quick Reference Guide
Financial GuidesHappy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery...
2024 Retirement Calendar Checklist
Financial GuidesHappy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories....
2024 Health Care Quick Reference Guide
Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement...
2024 Key Planning & Investment Deadlines for Q1
Financial GuidesDo you know what days the market closes for 2024? Or when different tax forms are due? Or when the...
What if I keep working? How will it impact my Social Security Benefits?
Retirement PlanningClients with an understanding of the correlation between earnings and benefits often inquire their...
What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor....