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If your parents’ cognitive health declines and you feel like they need help managing their finances, it may be up to you as an adult child to take over. But taking over your parents’ banking, investing and financial decisions can be a touchy subject, especially if your aging parents see it as a loss of control or power over their
As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID, with nearly two-thirds saying they feel at least some concern over how they’ll maintain their lifestyle in retirement.* If you’re looking forward to retiring at some point, one thing you can do to help alleviate that anxiety is put
On March 17, 2021, The Treasury Department and Internal Revenue Service (IRS) announced a change in the date of tax filing for individuals for the 2020 tax year.
When it comes to estate planning, many people picture middle-aged couples drafting a will in an attorney’s. However, if you are single – whether you were never married, widowed, or divorced – with no children or adult children, estate planning may be the last thing on your mind.
Did you know that per a 2016 study by Towers Watson, forty-six percent of US employees over 50 now say they plan to work longer than they once expected1? And according to a Gallup poll from 2014, working Americans expect to retire at age 66, up from 63 in 20022 (Source: USNews.com).
We are taking this time to reflect upon our blessings and find ways to make life better for others. For the last three years, we have participated in our traditional “Adopt a Family” program , where our office comes together as a group and “adopts” families in our community to give them a memorable Christmas.
Medical Professionals spend their time helping others with little time left to take care of their own financial health.
Part of being generous this time of year may include showing your employees some appreciation. And holiday bonuses are certainly a great way to show employees you care – but they don’t necessarily have to be monetary.
Learn how we can collaborate with your CPA to improve your tax efficiency and make tax time easier.
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PPG-139724 (1/21) (Exp. 1/25)
