With all the questions surrounding tax filing for 2020 and beyond, learn what you need to know about funding retirement accounts before July 15 and how retirees should handle the changes from new legislation.
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By Anna McGrath
By Michael Gold, CFP®, MBA Founder & CEO – Wealth Advisor People use the word, “strategy” in different ways, but it generally refers to a specific approach to solving a problem. An investor who defines a strategy makes a conscious decision to consider only opportunities that fit the ove …
By Jamie Hopkins
Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.
By Chris Oppliger
Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.
By Erin Wood
As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land bet …
