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Mar 2, 2023
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
Sep 29, 2022
What issues should I consider when harvesting capital losses?
What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i
Sep 19, 2022
What Issues Should I Consider As a Business Owner or 1099 Worker?
Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial
Aug 12, 2022
What Issues Should I Consider When Reviewing My Estate Planning Documents?
What Issues Should I Consider When Reviewing My Estate Planning Documents?
Aug 10, 2022
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.
Aug 8, 2022
What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.
Jul 29, 2022
Should I pay off My Mortgage?
Many say purchasing your home is one of the biggest decisions you make in your life, but very few talk about how big of a decision it is to
Jul 15, 2022
Should I Inherit My Deceased Spouse’s Traditional IRA?
There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a