Taxolutions - March 2018

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Taxolutions <-- Click title to view

An informative newsletter on tax-related issues for businesses and families.

This month's issue covers important topics including: The Tax Cuts and Jobs Act of 2017 signed into Law, small business retirement planning, identity theft, and reflections on tax reforms and accomplishments.

Financial Insider - December 2017

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Financial Insider Newsletter <-- Click title to view

Newsletter designed to address a variety of important financial planning topics

Topics in this installment include: Planning for early retirement; Curbing expenses but still having fun; Uses for trusts; Prepping for Conferences; Financial record keeping; Importance of Disability Insurance; LTC annual review; Traditional vs Roth IRAs; Diagnosing your financial condition.

Financial Insider Online - October 2017

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Financial Insider <-- Click title to view

Newsletter designed to address a variety of important financial planning topics

Topics in this installment include: Building a blueprint for retirement, Investing for a future lifestyle, Individualizing your portfolio, Reviewing your goals periodically, Understanding industry language(Consumer Price Index(CPI) & Required Minimum Distributions(RMDs)), and Using your home as an investment.

21st Century Retirement - August 2017

21st Century Retirement <-- Click title to view

Topical, informative articles on a wide range of retirement planning issues.

Topics in this installment include: Ways to see if you are on track for retirement, stress issues for people thinking about retirement, Required Minimum Distributions (RMD's), and finally how your retirement can be an exciting next chapter of your life, full of opportunities.

Financial Insider Online - August 2017

   Financial Insider Newsletter &nbsp;&lt;--&nbsp;  Click title to view     Newsletter designed to address a variety of important financial planning topics    Topics in this installment include: Rethinking the conventional wisdom of retirement, workplace monitoring, reviewing your financial foundation, life insurance &amp; divorce, donating vehicles to charity, trusts vs. wills, setting up A/B Trusts, and how to calculate life insurance needs.

Financial Insider Newsletter <-- Click title to view

Newsletter designed to address a variety of important financial planning topics

Topics in this installment include: Rethinking the conventional wisdom of retirement, workplace monitoring, reviewing your financial foundation, life insurance & divorce, donating vehicles to charity, trusts vs. wills, setting up A/B Trusts, and how to calculate life insurance needs.