Multigenerational College Planning with a Family Dynasty 529 Plan

March 1, 2023 | 0 views

The College Savings 529 plan offers a way for modest-income families to save and invest for college expenses for their children as early as birth up to college age. When invested 529 funds are used to pay for the beneficiary’s...

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Key Deadlines and Changes for the 2023 Tax Season

February 1, 2023 | 0 views

Every year, typically right after the new year starts, the IRS formally announces key dates and deadlines for the current tax season. Recently, the IRS made the announcements for the current 2023 tax season.To make sure the process goes as...

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Defining an Impaired Asset

February 1, 2023 | 0 views

When it comes to defining an impaired asset, its fair market value is worth less than the original cost of the asset – or, more formally, its carrying value. As a company re-evaluates its assets’ value, and when it determines...

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401(k) Options After You Leave an Employer

February 1, 2023 | 0 views

Apart from the spike in inflation, 2023 ended the year with a relatively strong economy, boasting an unemployment rate of 3.5 percent (below the market forecast of 3.7 percent) with increases in wages, corporate profits, and economic growth over the...

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Why You Might Not Need a New Budget for the New Year

February 1, 2023 | 0 views

So, we’re a month into 2023, and the sheen might’ve dulled from all your shiny New Year’s resolutions. Though diet and exercise are the top things you might want to change, there’s one you might not need to touch –...

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