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Three Generations of Retirement Strategies

February 2020

Generational disagreement is a constant of family life, but a recent survey found that millennials, Gen Xers, and baby boomers agree that saving and planning for retirement is a top financial goal.1 When it comes to pursuing that goal, however,… Read more

HOT TOPIC: The SECURE Act and Your Retirement Savings

February 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that… Read more

Is It Time to Step Up Your Digital Marketing?

January 2020

In a 2019 poll, 28% of Americans said they are now online “almost constantly,” up from 21% in 2015.1 Consequently, digital marketing is a cost-effective way to reach a larger audience of potential customers. Here’s how you can put your… Read more

Business or Hobby? It’s All About Taxes

January 2020

Many successful businesses began in garages or around kitchen tables. And many businesses lose money in their early years. However, some ventures that begin with business aspirations never make money and turn into expensive hobbies. The difference between a money-losing… Read more

Rain, Sleet, Snow — and Lawsuits?

January 2020

The winter months are a great time for entertaining. In many areas of the country, they can also be a time for icy sidewalks and slippery steps. Naturally, you should make every effort to help ensure that your house and… Read more

Running with the Dogs

January 2020

The Dogs of the Dow is a simple investing strategy that combines an emphasis on dividends and value. It involves investing in the 10 stocks from the Dow Jones Industrial Average (the Dow) that have the highest dividend yields on… Read more

Give and Receive with a Charitable Remainder Trust

January 2020

Scientific research suggests it really is better to give than to receive — that spending money for the benefit of others may lead to longer-lasting happiness than spending money on yourself.1 However, by structuring a donation using a charitable remainder… Read more

HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

January 2020

On December 13, 2019, the United States and China announced a “phase one” trade agreement just before new tariffs were scheduled to go into effect.1 Six days later, the House of Representatives passed the United States–Mexico–Canada Agreement (USMCA) in an… Read more

A New Option for Providing Health Coverage in 2020

December 2019

Under new rules released by the Departments of Labor, Health and Human Services, and the Treasury, employers can offer a health reimbursement arrangement (HRA) instead of a traditional group health plan starting in January 2020. With an Individual Coverage HRA,… Read more

Qualified Charitable Distributions

December 2019

The Tax Cuts and Jobs Act roughly doubled the standard deduction and indexed it for inflation through 2025. (The standard deduction is $12,200 for single filers and $24,400 for married taxpayers filing jointly in 2019; in 2020 it rises to… Read more

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