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Budget Check Up: Tax Time Is the Right Time
Heather Jordan  – March 22, 2024
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits.1 It seems a shame not to make […]
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5 Benefits of Working in Retirement
Brett Sebion, Financial Coach  – March 12, 2024
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. You might be thinking, “isn’t retirement the goal of saving up for retirement throughout my working years?” But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 30.7 percent by […]
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Conquering Retirement Challenges for Women
Heather Jordan  – March 08, 2024
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that the typical lifespan for women is about 6 years longer than men, retirement money for women may need to stretch even further.1 Additionally, although the pay gap is narrowing, women earn less than men, on […]
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Changing Jobs? Don’t Overlook Potential Tax Issues
Brett Sebion, Financial Coach  – March 01, 2024
A job change is a significant undertaking. It requires readjustments in one’s life irrespective of whether the change is due to a better career opportunity elsewhere or an employer-directed reduction in the workforce. A job change can also have tax consequences. Here are three important tax-related issues that departing employees should pay close attention to: […]
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8 Practical Steps to Guard Against Fraud
Emerj360  – February 21, 2024
Consumers reported $8.8 billion lost to fraud in 2022.1 Top frauds were from the following categories: Below are some tips to help you avoid becoming a victim of fraud. Spot imposters Scammers often pretend to be someone you trust, like a government official, a family member, a charity or a company you do business with. […]
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What Your Last Tax Return Can Tell You About Your Finances
Brett Sebion, Financial Coach  – February 14, 2024
Just as coaches look back at their prior season to identify their team’s strengths and weaknesses, it can be helpful for taxpayers to review their most recent tax return to assess what they did well and what they could’ve improved on when it came to their taxes and overall finances. Your federal income tax return […]
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