Financial Implications of Marriage

May 1, 2025 | 0 views

Marriage isn’t just about two people who fall in love and choose to spend the rest of their lives together. It is also a contract. And while that contract might not be forever binding, marriage does come with certain financial...

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Reasons to Consider Out-of-State Municipal Bonds

April 1, 2025 | 0 views

Municipal bonds (also known as munis) are issued by a state or local government. Interest income is typically paid out twice a year and is not subject to federal taxes. When an investor purchases a bond issued from his own...

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What’s New in Identity Theft?

March 1, 2025 | 0 views

Identity theft is when someone steals your personal information and then uses it to commit fraud. They may access your Social Security or Medicare number, employee ID, utility, credit card or bank account numbers. Once the scammer has this information,...

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Rules of the Roth

February 1, 2025 | 0 views

With a Roth IRA, the owner can make limited contributions each year. In 2025, the limit is $7,000; $8,000 if age 50 or older. Only people who earn less than $150,000 (single filers) or under $236,000 (married filing jointly) can...

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Tips for Tax Season

January 1, 2025 | 0 views

Whether you file your income tax return early or at the last minute, there are ways to simplify the process and reduce what you owe – or even increase your refund – before the deadline.Filing Simplification TipOnce you receive your...

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