14 Feb
February 14, 2019

Tax season. Those two words can launch a wide range of emotions, largely dependent on whether you will receive a refund or owe money to the IRS and/or your state when your tax return is filed.

If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule.

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27 Dec
December 27, 2018

Certain events in your life are happy and planned – graduations, getting that job, and having a child. Other significant events may be sudden and unexpected – disability, divorce, and premature death. We call these “life’s critical events.” They happen to each of us, albeit not at the same time or in the same magnitude, but the associated financial consequences can be considerable.

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28 Nov
November 28, 2018

Recently I encouraged a female family member, a new college graduate, to take advantage of her employer’s retirement plan at her first “real” job. She responded that her future husband would take care of that. Note that she was single at the time of our conversation!

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