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Tax reform changes that may impact your small business

For small business owners, managing the bottom line of their company is often a top priority. If you operate a business of any kind,...

Labor Day – You can work to become a better investor

Next week, we observe Labor Day, a holiday to honor all the hard-working people in this country. As one of them, keep in mind...

Five common Social Security questions answered

There’s no question that Social Security is a cornerstone of retirement income for many Americans. Yet, deciding when to take Social Security benefits is...

Now could be the time to put your excess cash to work

You’ll always want to base your investment decisions on your own needs and goals. But there may be times when you might consider adjusting...

How to help your kids pay for college

It’s still summer, but we’re getting close to a new school year. One day, though, “back-to-school” will mean “off to college” for your children....

What should you do with an inherited IRA?

Individual Retirement Accounts (IRAs) are quite popular. At the end of 2017, investors owned nearly $9 trillion in IRA assets, according to the Investment...

Help protect vulnerable family members from scam artists

If you have older family members whose cognitive functions or decision-making abilities have declined, or who are lonely or recently widowed, you might need...

Work toward your own financial independence this Fourth of July

We're getting close to the Fourth of July, our national Independence Day. This celebration may get you thinking of the many freedoms you enjoy....

Five steps to help you manage your inheritance || Thomas Callaway

Over the next 30 years, in what is anticipated to be the largest wealth transfer in American history, an estimated $30 trillion is expected...

How HSAs can help with concern about healthcare expenses in retirement || Thomas Callaway

  Healthcare costs are a significant concern for many Americans, particularly for those approaching retirement. One increasingly popular way to manage medical expenses is to...

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