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Wealth Management Group Newsletter – Summer 2015
Managing Retirement Savings After a Job Change Mark Anderson, CPA When Matt decided to switch careers and leave his employer of 10 years, it was not without much consideration. Matt had a sizeable...
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Wealth Management Group Newsletter – Fall 2015
Currency Movements and Your Portfolio The Opportunities — and Pitfalls — of a Fluctuating Dollar Steve Lewis, CPA As of this writing, the U.S. dollar is coming off sharp gains relative to its currency...
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Wealth Management Group Newsletter – Winter 2015
Winter 2015 When Selling Your Business, Have a Retirement Backup Plan Peggy Vyborny, CPA The proceeds that come from selling a business can be an important part of your retirement plan. However, if you...
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Wealth Management Group Newsletter — Spring 2016
Spring 2016 Estate Plans Come with Income Tax Strategies Renee Andrews-Tushinski, CPA Today, you generally do not need to be concerned about federal estate taxes unless your net worth approaches $5...
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Wealth Management Group Newsletter – Summer 2016
Summer 2016 Mutual Funds or ETFs? Understand the Differences Before You Choose Dan Newman, CPA Mutual funds have been around for nearly a century. Exchange-traded funds, or ETFs, are the newer kid on...
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Wealth Management Group Newsletter – Fall 2016
Fall 2016 What Needs to be Done with Your Finances After Your Spouse Dies Renee Andrews-Tushinski, CPA When a husband or wife passes away, it is a difficult time filled with uncertainty. The surviving...
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Wealth Management Group Newsletter – Spring 2017
Spring 2017 Portfolio Diversification: Too Much of a Good Thing? Steve Lewis, CPA Diversification is a critical concept when assembling a risk-conscious investment portfolio. If you own a variety of...
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Wealth Management Group Newsletter – Summer 2017
Summer 2017 A QCD Might Help You Meet Charitable Giving and Tax Savings Goals Peggy Vyborny, CPA In late 2015, Congress reinstated and made permanent a tax break that allows people age 70½ and older to...
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Wealth Management Group Newsletter – Fall 2017
Fall 2017 High-Income Earners Can Benefit From Roth IRAs Jacqueline Janczewsky, CPA, MBT Roth IRAs—with their promise of tax-free growth and withdrawals—are appealing retirement savings vehicles....
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Wealth Management Group Newsletter – Winter 2018
Get Your Retirement Savings Back on Track with Catch-Up Contributions Steve Lewis, CPA How far are you from your ideal retirement age? 20 years? 10? Perhaps only five? However close you are, you should...
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