News & Resources

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Can You Swap Life Insurance for Long-Term Care Insurance?

December 2, 2022
Do you own a life insurance policy that's no longer essential to your financial goals? You may have purchased a policy long ago, when your children were infants or before their...
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4 Tax Breaks for Home Improvements

November 27, 2022
Are you contemplating some significant improvements to your home? Whether it's adding a pool to assist with a medical condition, finishing a basement or installing energy-saving equipment, you may be in...
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Tax Consequences of Borrowing From a Retirement Plan

November 20, 2022
If your company has a qualified retirement plan or you have set one up in self-employment -- such as a 401(k), profit-sharing, or Keogh plan -- the participants might be allowed to borrow from their...
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No Current Deductions Before Business Commences

November 15, 2022
Starting up a business and wondering about how tax deductions will be handled? The most important thing to understand is that most expenses incurred before a business begins functioning cannot be...
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Economic pessimism leads to drop in revenue and profit projections

September 6, 2022
Economic pessimism leads to drop in revenue and profit projections https://bit.ly/3wXuEQM

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