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4 Keys to the Millennial Balancing Act of Paying Off Student Debt and Saving for Retirement

Retirement PlanningBy Debra Taylor, CPA/PFS, JD, CDFAThe financial puzzle for millennials: What’s the best way to pay off student debt while saving toward retirement? Here are four steps to a...

Cybersecurity Monthly Newsletter January 2024

Asset ProtectionIn this issue: 2024: Perform a Cybersecurity Audit Cybersecurity Shorts Software Updates Welcome to your January Savvy Cybersecurity newsletter. Read on to learn more about: AI tools...

Real Estate Rentals: Recent Tax Insights

Tax PlanningAn Exclusive Report fromBradford Tax InstituteKey Topics Include: How to Project If a Rental Property Is a Winner Defining “Real Estate Investor” and “Real Estate Dealer” Real Estate...

Beware: New 2024 Businesses and Rentals Trigger FinCEN Filings

Tax PlanningBradford InstituteIf you start a small business or buy a rental property using a new limited liability company (LLC) this year, you can trigger the need to file new federal reports and...

2024 Key Financial Data Guide

Financial GuidesAs we step into the new year, it's wise to review your tax plan in light of recent changes. Our 2024 Key Financial Data Guide is your go-to resource, providing quick access to this...

2024 Social Security Quick Reference Guide

Financial GuidesHappy New Year! As we usher in 2024, we sincerely wish you a year marked by a robust economic recovery and continued prosperity. In our ongoing commitment to providing valuable...

2024 Retirement Calendar Checklist

Financial GuidesHappy New Year! I hope you and your family had a joyous and safe holiday and made many warm memories. I also hope that 2024 brings you a strong economic recovery. Do you know that...

2024 Health Care Quick Reference Guide

Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement plans. Applying for Medicare by age 65 (unless you're covered by a group plan) is...

2024 Key Planning & Investment Deadlines for Q1

Financial GuidesDo you know what days the market closes for 2024? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end?  Each...

Cybersecurity Monthly Newsletter December 2023

Asset ProtectionIn this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to your December Savvy Cybersecurity newsletter. Read on to learn more about: New...

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