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December 16, 2021

4 Common Elder Scams: How to Stay Safe and Fight Back

by: Danielle Howard

Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and...

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December 15, 2021

New Ways to Give to Charity While Getting the Best Tax Breaks

by: Jim Kruzan, CFP®, CRPC®

With such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little clever...

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December 15, 2021

Enhanced Authentication Enabled For All Client Access Users

by: Shawn Reszczyk

Beginning December 17, 2021, two-factor authentication will be automatically enabled for all Client Access users who have not turned on enhanced...

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December 13, 2021

8 Year-End Tax Tips To Help Save You Money

by: Jim Kruzan, CFP®, CRPC®

1: Tax brackets have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates the...

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December 10, 2021

7 Deadly Estate Planning Mistakes to Avoid

by: Darren Brennan, CFP®, CRPC®

Let’s ask a question that seemingly has an obvious answer. Why is estate planning important? First of all, when many hear the term “estate...

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