New changes to the SALT deduction rules reopen a once-popular year-end planning strategy. Learn when prepaying your Q4 state estimated tax in December may help reduce your federal tax bill, and when waiting could be wiser.
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What to do in the Face of Volatility
Volatility in the stock market has returned. Here’s some advice.
Change Can Be Good; But Not All Things Can Be Replaced.
The concept of “creative destruction” refers to new industries sprouting up to take the place of old industries. But throughout the destruction and eventual creation of these industries – including the financial industry – lies real people.
Tips for Preventing Fraud: A Checklist
Cybercrime and fraud are serious threats and constant vigilance is key. This checklist summarizes common cyber fraud tactics, best practices for protecting yourself, and actions to take if you suspect that your personal information has been compromised.
The Importance of Having a Will
Nearly 60% of U.S. adults do not have a will. The three most common reasons include “we can’t agree on a guaradian/executor,” “none of my assets are taxable,” and “I don’t have enough assets to leave to anyone.” This article addresses the last two myths.