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Financial Planning

Financial Planning

Wealth Management with Memory Disorders

What steps can a family take? Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a parent, grandparent, or sibling. It may increase the…

Financial Planning

What Should You Keep?

Even with less itemizing, there are still documents you want to retain for years to come. Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how…

Financial Planning

The Major 2018 Federal Tax Changes

Comparing the old rules with the new. The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax…