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Blog Posts in Financial Planning

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  • What Should You Be Doing With Your Tax Refund This Year?
    What Should You Be Doing With Your Tax Refund This Year?

    Approximately three out of four taxpayers receive a refund each year. And most people are surprised to learn how sizable that refund actually is. In the coming weeks, taxpayers will have to decide ...

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  • Digital Asset Planning
    Digital Asset Planning

    Given the breadth of digital assets it’s difficult to know where our survivors would start, other than that they would likely be overwhelmed. Further complicating these matters is the uncertainty of ...

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  • Yes!  You Can Take These Tax Deductions in 2015!
    Yes! You Can Take These Tax Deductions in 2015!

    Crazy as it sounds you can include the following items in figuring your expense deductions. This list does not include all possible expenses so be sure to ask your tax professional if an expense not ...

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  • Facebook enters the World of Estate Planning
    Facebook enters the World of Estate Planning

    Death in the digital age is a lot more complicated than it used to be. Traditionally, fiduciaries and family members start administering an estate by reading the individual's mail and sorting through ...

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  • When will I get my Inheritance
    When will I get my Inheritance

    It would be presumptuous to assume that funds would be available within a month or so. The probate / administrative process can take several months or longer, so it would not be wise to buy that new ...

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  • The Importance of Estate Planning for Divorcing Parents
    The Importance of Estate Planning for Divorcing Parents

    Perhaps no life event imposes a more significant - and urgent - need to update an estate plan than a divorce. A divorce generally causes a radical change in both personal finances and planning ...

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