Archive | July, 2015

Art and Collectibles: Planning for the Transfer of Your Treasured Property

For many individuals collecting artwork, jewelry, antiques, and other vintage treasures is a lifelong passion. Deciding what is to become of your valuable personal assets when you are no longer around to care for them is not something to take lightly, particularly when it comes to planning for the distribution of your estate. Let’s say […]

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How Well Do You Know Your 401(k)?

The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be to make the most of them and come out ahead financially when it’s time to retire. Here are some questions to test your knowledge about […]

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Washington Hotline – July 14 2015

WASHINGTON NEWS Bipartisan Tax Reform Efforts On July 8th Senate Finance Committee Chairman Orrin Hatch (R-UT) and Ranking Member Ron Wyden (D-OR) released the reports of the five Senate bipartisan working groups. These Senate Finance Committee Members devoted six months to reviewing and analyzing proposed tax reform in five major areas. The five areas were […]

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