news & resources


Newsletter | April 2017

This month’s newsletter features four ways to double the power of your tax refund as well as tips for spring cleaning your finances. It also explains why a life insurance claim may be denied and what happens to property after death without a will.

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Newsletter | March 2017

March’s newsletter discusses taxes on early 401(k) withdrawals as well as taxes on the sale of a home. It also explains why diversification matters, what to compare when shopping for a fuel-efficient vehicle, and when you may need to file a gift tax return.

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