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These 3 common tax myths could actually hurt you

With tax season officially open as of Jan. 27, taxpayers may feel a familiar sense of anxiety. In fact, about 1 in 3 taxpayers told Credit Karma Tax in a recent survey they typically get anxious about prepping their taxes. Tax anxieties are higher among younger...

Multigenerational Wealth Preservation: What You Need To Know

Considering that it is estimated that 90% of affluent families lose their wealth by the third generation, a proactive approach is needed to tackle the inevitable obstacles that family businesses will encounter with succession and inter-generational wealth transition....

This age could be the new benchmark for retirement

KEY POINTSA recent survey shows the typical retirement age in the U.S. and around the world is moving up. The traditional retirement age — 65 — is giving way to a new benchmark — 67. A majority of U.S. workers — 54% — plan to stop working at some point after 65, or...

12 Cheap (And Simple) Ways To Upgrade Your Life Insurance Policy

Though life insurance policies can often seem like a one-size-fits all financial arrangement, it’s really anything but. Beyond choosing basic policy provisions, like the death benefit amount, the policy term (in the case of term life insurance), or even the monthly...

What Every Small Business Owner Should Know About Credit Utilization

Small business owners need access to all the capital they can get. Sometimes, investors fill the void, but in many cases, entrepreneurs must find funding on their own. Small business loans and credit cards provide freedom and flexibility to pursue short windows of...

What FICO score changes could mean for retirees

There are ways to prevent the FICO 10 system from lowering your credit score Fair Isaac, FICO, -1.17% the giant credit score company, recently announced the biggest change since 2014 in how it determines its FICO credit scores. This new FICO 10 system — expected to go...

FINANCIAL TOOLS

There are many resources and tools for calculating and monitoring your savings and retirement goals. We’ve compiled a few reliable resources, tools, and formulas to help you make informed decisions on your own or through our help.

FINANCIAL CALCULATOR

TAX PLANNING

When it comes to tax planning, having the right information is important. It’s critical to understand your options for what you pay and what you save. We’ve compiled reliable resources and worksheets for making your informed decisions a little bit easier.

IRS WORKSHEET

IRA Required Minimum Distribution Worksheet

CLIENT ACCOUNTS

When it comes to tax planning, having the right information is important. It’s critical to understand your options for what you pay and what you save. We’ve compiled reliable resources and worksheets for making your informed decisions a little bit easier.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.