In celebration of the Thanksgiving holiday and to allow our staff some additional time with their families, we will be closed on Thursday, November 24th, and Friday, November 25th. 

Resources

New Tax Law Allows 529 Plans to be Used for K-12 Education Expenses

The signed Tax Cuts and Jobs Act includes provisions that will expand the…
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Helping Grandchildren Pay for their College Education

Personal finance decisions that involve multiple family members and generations…
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Charitable Contribution Strategies Under the New Tax Law

The itemized deduction for charitable contributions may have less income…
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Interview with Caroline Savory, Expert Appraiser

Ed Jastrem, Director of Financial Planning at Heritage Financial Services,…
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Creating a Post-College Financial Plan

If you (or someone you know) have recently graduated, congratulations!…
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Will My Beneficiaries Have To Pay Taxes On My Life Insurance Policy?

Under current law, death benefit proceeds from life insurance are…
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Qualified Charitable Contributions to Reduce Taxes on RMD’s

If you are charitably inclined, have an IRA, and are…
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Bear Markets and Recessions

With global stock markets in bear market territory due to…
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How to tell if your charity is legitimate

The IRS recently warned consumers of possible fake charity scams…
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What your advisor can learn from your paycheck

Your paystub, or earnings statement, can provide worthwhile information to…
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