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Last-Minute Tax Planning Tips
Lynn Ballou, CFP®
Helpful last-minute tax planning tips! Here are a few ideas for you to consider as you put the finishing (or maybe beginning?) touches on those returns before you file.
2020 Tax Changes
Charles Sachs, CFP®
Here’s what you need to know to file your 2019 tax return, including some of the bigger 2020 Tax Changes
How Women Can Help Close the Finance Gender Gap
Laura J. LaTourette, CFP®
(she, her, hers)
It’s a well-known fact that women bear the majority of the responsibility for day-to-day financial decisions that affect the home and family. Yet a gender gap in finances continues to exist for both individuals and the industry.
Five Financial Planning Tips to Follow When Moving Out of State
Mark Wernig, CFP®
It can be quite the ordeal to pick up your possessions and move. Here are five financial tips when moving to make things easier for you and your family.
Planning Gives You Control
Marty Reid, CFP®
Financial planning for a recession: Worried about a recession? Get your financial planning in order to help protect yourself against a recession.
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