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Learn How to Avoid These 6 Common Tax Errors

Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.
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October 2024: Retirement Readiness

October 04, 2024

This month’s Retirement Readiness newsletter features helpful information about umbrella liability insurance, the importance of keeping emotions out of investing, options for a 401(k) that's still at a previous employer, and a brief history on estate taxes. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.