Tax Cuts and Jobs Act

Tax Act Overview The Tax Cuts and Jobs Act of 2017, which we will simply call the “Tax Act”, is not retroactive except for a very few unique expensing provisions, so for nearly everyone, your upcoming income tax filing due this spring for the 2017 tax year filing will NOT be effected. However, the changes…

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Franchising as an Investment Option

As a consumer, you’ve probably visited a franchise at least once in the last month. But have you ever thought about owning one? If you’re the entrepreneurial type and looking for a career change or another income stream, it might be worth considering. This kind of business venture allows you to be your own boss…

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Do wearables truly encourage fitness?

Are you one of the millions who wears a fitness tracker? This technology has become so mainstream, even high-fashion and well-known designers are joining the craze and creating custom devices and stylish accessories to personalize them. Is this just another fad or do wearables actually deliver? Not a Silver Bullet A fitness tracker may help…

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How to Review Your Finances Midyear

No matter how much fun your summer is shaping up to be, it’s no time to put your finances on pause. Take a look at the past six months to gauge how you can adjust your strategic or tactical actions to ensure you’re making steady progress toward your financial goals. Check In With Your Cash…

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What is the internet of things?

Are you always looking for the latest gadget, or do you prefer to wait and see what stands the test of time? Either way, you’re likely connected to the internet of things whether you know it or not. What exactly does this trendy terminology mean? Here’s an overview to bring you up to speed. Everyone’s…

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Get the Most Out of College Tours

If your family is gearing up to make a college decision in the coming months, a tour of prospective campuses may be on your agenda. Here are a few strategic tips to help you compare higher education choices and get the most from your visit. Explore Your Tour Options Well in Advance Every college and…

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5 Pilgrimages to add to your bucket list

Looking for a vacation that offers a spiritual break or the opportunity for introspection? Embarking on a pilgrimage where you walk historic paths and visit sacred sites may be the perfect vacation alternative. Here are a few historically significant options, whether you’re looking to go near or far. International Destinations Taking the time to explore…

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Protect Your Hard-Earned Assets

True wealth is more than what you earn; what you retain and maintain also matters. Proper insurance coverage helps by protecting your assets from risks that can subtract value or cause costly harm. But do you have ample coverage? High net worth individuals often don’t. Many experience an insurance gap and require attention that’s above…

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Using a Sabbatical for Career Growth

When was the last time you took a few vacation days and left work behind? In a 2016 Indeed poll of approximately 2,000 adults, 20 percent didn’t take a summer vacation and 59 percent of those who did worked while on the break. A busy work life with little to no time to unwind puts…

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Retirement Savings Mistakes to Avoid

A long-term savings strategy like planning for retirement relies on small steps taken over an extended period of time. Make sure you’re on track by avoiding these common mistakes. Underfunding Retirement Accounts Are you among the 71 percent of Americans who aren’t putting enough away for retirement? The most effective determining factors of a well-funded…

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